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
$353M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$198K
3
+$140K
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$100K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$82.6K

Top Sells

1
+$5.55M
2
+$1.18M
3
+$527K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$321K
5
VB icon
Vanguard Small-Cap ETF
VB
+$250K

Sector Composition

1 Financials 5.77%
2 Technology 4.33%
3 Healthcare 4.13%
4 Industrials 2.6%
5 Consumer Staples 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.46M 0.41%
4,120
27
$1.33M 0.38%
24,314
-211
28
$1.3M 0.37%
15,407
+37
29
$1.29M 0.37%
28,130
-2,750
30
$1.28M 0.36%
5,207
-2,149
31
$1.27M 0.36%
3,670
32
$1.27M 0.36%
14,848
33
$1.26M 0.36%
6,498
34
$1.18M 0.33%
9,925
35
$1.17M 0.33%
10,875
36
$1.1M 0.31%
14,144
37
$1.06M 0.3%
8,732
38
$1.03M 0.29%
4,583
39
$1.02M 0.29%
5,028
40
$1.02M 0.29%
4,916
+124
41
$986K 0.28%
5,608
+4
42
$946K 0.27%
12,892
+227
43
$946K 0.27%
16,102
-69
44
$942K 0.27%
12,000
45
$868K 0.25%
4,046
46
$844K 0.24%
6,928
-42
47
$822K 0.23%
3,495
+30
48
$792K 0.22%
4,555
49
$778K 0.22%
5,906
-422
50
$777K 0.22%
3,964
+184
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