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CFFP

Center for Financial Planning Portfolio holdings

AUM $958M
1-Year Est. Return 15.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$296M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$2.69M
3
+$1.14M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.02M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$895K

Top Sells

1
+$34.7M
2
+$5.44M
3
+$2.76M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.47M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.31M

Sector Composition

1 Financials 5.13%
2 Healthcare 4.03%
3 Technology 3.39%
4 Consumer Staples 2.77%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3K ﹤0.01%
+65
477
$3K ﹤0.01%
5
478
$3K ﹤0.01%
+175
479
$2K ﹤0.01%
+15
480
$2K ﹤0.01%
45
481
$2K ﹤0.01%
529
482
$2K ﹤0.01%
+62
483
$2K ﹤0.01%
33
484
$2K ﹤0.01%
+51
485
$2K ﹤0.01%
+84
486
$2K ﹤0.01%
+88
487
$2K ﹤0.01%
16
488
$2K ﹤0.01%
+68
489
$2K ﹤0.01%
+163
490
$2K ﹤0.01%
17
491
$2K ﹤0.01%
+1,000
492
$2K ﹤0.01%
200
493
$2K ﹤0.01%
36
494
$2K ﹤0.01%
+40
495
$2K ﹤0.01%
+65
496
$2K ﹤0.01%
24
497
$2K ﹤0.01%
+51
498
$2K ﹤0.01%
+72
499
$2K ﹤0.01%
+39
500
$2K ﹤0.01%
2,000
18 19
20
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