CFFP

Center for Financial Planning Portfolio holdings

AUM $936M
1-Year Est. Return 13.21%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$383M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$1.2M
3
+$1.13M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.06M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$529K

Top Sells

1
+$5.65M
2
+$506K
3
+$308K
4
AON icon
Aon
AON
+$196K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$171K

Sector Composition

1 Financials 5.94%
2 Technology 4.33%
3 Healthcare 4.03%
4 Industrials 2.65%
5 Consumer Staples 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3K ﹤0.01%
29
477
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3
478
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46
479
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24
480
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481
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482
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483
$3K ﹤0.01%
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484
$2K ﹤0.01%
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485
$2K ﹤0.01%
97
486
$2K ﹤0.01%
200
487
$2K ﹤0.01%
87
488
$2K ﹤0.01%
64
489
$2K ﹤0.01%
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490
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+10
491
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100
492
$2K ﹤0.01%
175
493
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+10
494
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495
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496
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497
$2K ﹤0.01%
+10
498
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+50
499
$2K ﹤0.01%
+20
500
$2K ﹤0.01%
20
-1
18 19
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