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
$383M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$1.2M
3
+$1.13M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.06M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$529K

Top Sells

1
+$5.65M
2
+$506K
3
+$308K
4
AON icon
Aon
AON
+$196K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$171K

Sector Composition

1 Financials 5.94%
2 Technology 4.33%
3 Healthcare 4.03%
4 Industrials 2.65%
5 Consumer Staples 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.5M 0.39%
10,581
-199
27
$1.49M 0.39%
11,305
+1,380
28
$1.48M 0.39%
4,118
-2
29
$1.44M 0.37%
6,778
+28
30
$1.44M 0.37%
27,585
-545
31
$1.43M 0.37%
6,915
+417
32
$1.39M 0.36%
12,172
-2,707
33
$1.34M 0.35%
12,309
+4,871
34
$1.32M 0.35%
3,670
35
$1.29M 0.34%
5,287
+80
36
$1.25M 0.33%
11,533
+658
37
$1.24M 0.32%
8,732
38
$1.23M 0.32%
23,418
-896
39
$1.2M 0.31%
+39,575
40
$1.16M 0.3%
14,698
-150
41
$1.15M 0.3%
5,203
+287
42
$1.14M 0.3%
4,783
+200
43
$1.11M 0.29%
5,028
44
$1.08M 0.28%
14,742
+598
45
$1.05M 0.27%
5,684
+76
46
$994K 0.26%
13,616
+724
47
$986K 0.26%
80,451
+1,000
48
$948K 0.25%
16,309
+207
49
$942K 0.25%
5,906
50
$938K 0.24%
4,186
+140
1
2
3 4 5