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
$286M
AUM Growth
-$9.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$3.11M
2
+$2.11M
3
+$1.97M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$771K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$437K

Top Sells

1
+$55.1M
2
+$620K
3
+$591K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$569K
5
MCHP icon
Microchip Technology
MCHP
+$563K

Sector Composition

1 Financials 5.76%
2 Healthcare 4.48%
3 Technology 4.47%
4 Consumer Staples 2.89%
5 Industrials 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-103
477
– –
-68
478
– –
-1,159
479
– –
-301
480
$0 ﹤0.01%
131
481
– –
-21
482
$0 ﹤0.01%
54
483
$0 ﹤0.01%
+1
484
$0 ﹤0.01%
+156
485
– –
-278
486
– –
-12
487
– –
-160
488
– –
-72
489
– –
-45
490
– –
-173
491
– –
-41
492
– –
-86
493
– –
-78
494
– –
-116
495
– –
-416
496
– –
-18
497
– –
-228
498
– –
-57
499
– –
-65
500
– –
-330
18 19
20
21 22