CFFP

Center for Financial Planning Portfolio holdings

AUM $872M
1-Year Est. Return 13.41%
This Quarter Est. Return
1 Year Est. Return
+13.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$286M
AUM Growth
-$9.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.29M
3
+$2.06M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$754K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$468K

Top Sells

1
+$55.7M
2
+$641K
3
+$629K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$623K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$612K

Sector Composition

1 Financials 5.76%
2 Healthcare 4.48%
3 Technology 4.47%
4 Consumer Staples 2.89%
5 Industrials 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 0.45%
13,956
-31
27
$1.26M 0.44%
6,752
+1,150
28
$1.26M 0.44%
4,540
29
$1.19M 0.42%
26,016
-630
30
$1.19M 0.41%
4,583
-66
31
$1.09M 0.38%
24,467
-748
32
$1.09M 0.38%
14,848
-45
33
$1.07M 0.37%
10,875
34
$1.06M 0.37%
29,850
+10,975
35
$1.04M 0.36%
14,043
-495
36
$1.02M 0.36%
6,498
37
$891K 0.31%
16,155
-567
38
$879K 0.31%
5,028
-65
39
$831K 0.29%
8,732
-41
40
$823K 0.29%
12,000
-2,000
41
$794K 0.28%
12,876
42
$786K 0.27%
5,494
+3
43
$776K 0.27%
4,205
-2,145
44
$770K 0.27%
4,552
-74
45
$724K 0.25%
13,501
+870
46
$723K 0.25%
7,487
-5,314
47
$718K 0.25%
7,366
+4,806
48
$699K 0.24%
4,555
49
$645K 0.23%
9,439
-4,015
50
$628K 0.22%
13,465
+152
1
2
3 4 5