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
$737M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$972K
3
+$669K
4
MCD icon
McDonald's
MCD
+$591K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$513K

Top Sells

1
+$985K
2
+$680K
3
+$447K
4
MSFT icon
Microsoft
MSFT
+$417K
5
ADC icon
Agree Realty
ADC
+$346K

Sector Composition

1 Financials 4.68%
2 Technology 4.24%
3 Healthcare 2.81%
4 Consumer Staples 1.82%
5 Consumer Discretionary 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.33M 0.32%
3,977
+56
27
$2.26M 0.31%
5,030
-270
28
$2.23M 0.3%
21,512
-787
29
$2.15M 0.29%
12,656
+2,293
30
$2.07M 0.28%
42,538
+408
31
$2.01M 0.27%
7,350
-338
32
$1.94M 0.26%
17,013
-831
33
$1.91M 0.26%
12,954
-607
34
$1.88M 0.25%
6,624
-151
35
$1.88M 0.25%
4,629
-574
36
$1.83M 0.25%
6,760
-442
37
$1.82M 0.25%
5,048
-275
38
$1.74M 0.24%
14,884
-835
39
$1.73M 0.23%
9,916
-1,102
40
$1.67M 0.23%
14,680
-483
41
$1.67M 0.23%
23,197
-927
42
$1.61M 0.22%
3,248
-129
43
$1.59M 0.22%
5,221
+1,941
44
$1.51M 0.2%
5,733
+2
45
$1.47M 0.2%
8,499
-301
46
$1.43M 0.19%
4,313
-211
47
$1.34M 0.18%
5,096
48
$1.3M 0.18%
10,358
-898
49
$1.28M 0.17%
7,741
+67
50
$1.26M 0.17%
10,809
+38
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