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
$488M
AUM Growth
+$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$53.2M
2
+$3.06M
3
+$2.03M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$860K
5
SPGI icon
S&P Global
SPGI
+$689K

Top Sells

1
+$18M
2
+$506K
3
+$363K
4
BMY icon
Bristol-Myers Squibb
BMY
+$210K
5
CACC icon
Credit Acceptance
CACC
+$172K

Sector Composition

1 Financials 5.24%
2 Technology 4.69%
3 Healthcare 3.72%
4 Industrials 2.15%
5 Consumer Staples 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.78M 0.36%
7,373
+458
27
$1.77M 0.36%
6,954
28
$1.68M 0.34%
14,293
-28
29
$1.67M 0.34%
80,237
-650
30
$1.65M 0.34%
11,219
-86
31
$1.63M 0.33%
12,016
+12
32
$1.62M 0.33%
14,145
+1,675
33
$1.59M 0.33%
13,927
-3,182
34
$1.55M 0.32%
10,429
-80
35
$1.43M 0.29%
8,742
+10
36
$1.42M 0.29%
5,324
+37
37
$1.4M 0.29%
4,783
38
$1.39M 0.28%
23,438
-40
39
$1.38M 0.28%
27,025
-630
40
$1.38M 0.28%
5,465
+114
41
$1.35M 0.28%
3,254
+56
42
$1.24M 0.25%
14,560
43
$1.24M 0.25%
5,028
44
$1.22M 0.25%
5,523
-167
45
$1.21M 0.25%
3,420
46
$1.19M 0.24%
4,777
47
$1.19M 0.24%
15,466
+4,094
48
$1.16M 0.24%
4,282
+1,369
49
$1.15M 0.24%
1,670
-250
50
$1.11M 0.23%
12,000
1
2
3 4 5