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
$394M
AUM Growth
-$94.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$418K
3
+$374K
4
MSFT icon
Microsoft
MSFT
+$373K
5
CSCO icon
Cisco
CSCO
+$282K

Top Sells

1
+$12.5M
2
+$2.34M
3
+$1.6M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.26M
5
CERN
Cerner Corp
CERN
+$1.12M

Sector Composition

1 Financials 5.42%
2 Technology 4.65%
3 Healthcare 4.41%
4 Consumer Staples 2.49%
5 Industrials 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.68M 0.43%
15,475
+45
27
$1.56M 0.4%
4,777
28
$1.49M 0.38%
11,327
+108
29
$1.49M 0.38%
4,564
+506
30
$1.46M 0.37%
23,213
31
$1.41M 0.36%
15,432
-1,806
32
$1.41M 0.36%
7,459
33
$1.22M 0.31%
4,783
34
$1.21M 0.31%
8,742
35
$1.21M 0.31%
5,684
+136
36
$1.17M 0.3%
13,647
-70
37
$1.17M 0.3%
14,560
38
$1.16M 0.29%
12,494
+9
39
$1.15M 0.29%
6,954
40
$1.13M 0.29%
10,429
41
$1.07M 0.27%
14,834
42
$1.07M 0.27%
5,103
+1,262
43
$1.07M 0.27%
26,229
+201
44
$1.06M 0.27%
5,324
45
$1M 0.25%
+9,992
46
$957K 0.24%
12,690
47
$956K 0.24%
18,225
-2,483
48
$953K 0.24%
5,528
+3
49
$949K 0.24%
22,262
+6,614
50
$931K 0.24%
31,395
+5
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2
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