CFFP

Center for Financial Planning Portfolio holdings

AUM $961M
1-Year Est. Return 15.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$872M
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$23.9M
3
+$2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.02M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$758K

Top Sells

1
+$34.4M
2
+$997K
3
+$305K
4
MRK icon
Merck
MRK
+$300K
5
LHX icon
L3Harris
LHX
+$201K

Sector Composition

1 Financials 4.47%
2 Technology 3.87%
3 Healthcare 2.3%
4 Consumer Discretionary 1.53%
5 Industrials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.64M 0.3%
9,562
+477
27
$2.59M 0.3%
3,909
28
$2.42M 0.28%
34,928
-67
29
$2.4M 0.28%
3,277
+29
30
$2.31M 0.27%
17,013
31
$2.31M 0.27%
72,732
+852
32
$2.3M 0.26%
7,582
-37
33
$2.25M 0.26%
47,399
+821
34
$2.25M 0.26%
14,702
-8
35
$2.19M 0.25%
5,197
+41
36
$2.13M 0.24%
6,664
37
$2.02M 0.23%
14,999
+4,078
38
$2.01M 0.23%
7,362
39
$2M 0.23%
5,050
40
$1.98M 0.23%
11,207
-8
41
$1.96M 0.23%
21,612
42
$1.81M 0.21%
12,642
-212
43
$1.78M 0.2%
4,855
+23
44
$1.64M 0.19%
5,741
45
$1.61M 0.18%
22,787
+100
46
$1.61M 0.18%
12,203
47
$1.61M 0.18%
3,967
-14
48
$1.56M 0.18%
14,438
-200
49
$1.51M 0.17%
13,816
-424
50
$1.47M 0.17%
4,115
+100
1
2
3 4 5