CFFP
Center for Financial Planning Portfolio holdings
AUM $783M
AUM
$783M
AUM Growth
+$33.3M (+4%)
Cap. Flow
+$47.6M
Cap. Flow % of AUM
6.08%
Top 10 Holdings %Top 10 Hldgs %
77.19%
Holding
754
New
79
Increased
116
Reduced
74
Closed
54
Top Buys
| 1 | $34.4M | |
| 2 | $2.37M | |
| 3 | $2.13M | |
| 4 | $1.91M | |
| 5 | $1.53M |
Top Sells
| 1 | $2.32M | |
| 2 | $568K | |
| 3 | $422K | |
| 4 | $358K | |
| 5 | $300K |
Sector Composition
| 1 | Financials | 4.97% |
| 2 | Technology | 3.55% |
| 3 | Healthcare | 2.66% |
| 4 | Consumer Staples | 1.62% |
| 5 | Consumer Discretionary | 1.58% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $9.52K | 0% | 1,582 | – | – | |||
| $9.36K | 0% | 163 | – | – | |||
| $9.31K | 0% | 349 | – | – | |||
| $9.25K | 0% | 500 | – | – | |||
| $9.1K | 0% | 121 -7 | -5% | -$526 | |||
| $9K | 0% | 292 | – | – | |||
| $8.82K | 0% | 33 -200 | -86% | -$53.4K | |||
| $8.74K | 0% | 150 | – | – | |||
| $8.67K | 0% | 78 | – | – | |||
| $8.67K | 0% | 60 | – | – | |||
| $8.61K | 0% | 259 | – | – | |||
| $8.37K | 0% | 218 | – | – | |||
| $8.34K | 0% | 59 | – | – | |||
| $8.26K | 0% | 45 | – | – | |||
| $8.21K | 0% | 112 | – | – | |||
| $8.19K | 0% | 61 | – | – | |||
| $8.13K | 0% | 187 | – | – | |||
| $8.03K | 0% | 103 | New | +$8.03K | |||
| $8.01K | 0% | 45 | – | – | |||
| $7.98K | 0% | 200 | – | – | |||
| $7.8K | 0% | 377 | New | +$7.8K | |||
| $7.68K | 0% | 564 | – | – | |||
| $7.53K | 0% | 732 | – | – | |||
| $7.49K | 0% | 5,390 | New | +$7.49K | |||
| $7.34K | 0% | 363 | – | – |
