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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
$488M
AUM Growth
+$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$51.4M
2
+$3.08M
3
+$2.07M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$855K
5
SPGI icon
S&P Global
SPGI
+$667K

Top Sells

1
+$17.5M
2
+$492K
3
+$364K
4
BMY icon
Bristol-Myers Squibb
BMY
+$197K
5
CACC icon
Credit Acceptance
CACC
+$161K

Sector Composition

1 Financials 5.24%
2 Technology 4.69%
3 Healthcare 3.72%
4 Industrials 2.15%
5 Consumer Staples 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2K ﹤0.01%
20
477
$2K ﹤0.01%
52
+16
478
$2K ﹤0.01%
350
479
$2K ﹤0.01%
10
480
$2K ﹤0.01%
+7
481
$2K ﹤0.01%
97
482
$2K ﹤0.01%
160
483
$2K ﹤0.01%
100
484
$2K ﹤0.01%
17
-1
485
$2K ﹤0.01%
48
486
$2K ﹤0.01%
87
487
$2K ﹤0.01%
2,848
488
$2K ﹤0.01%
+18
489
$2K ﹤0.01%
50
490
$2K ﹤0.01%
20
491
$2K ﹤0.01%
+25
492
$2K ﹤0.01%
57
-500
493
$2K ﹤0.01%
18
494
$2K ﹤0.01%
+21
495
$2K ﹤0.01%
+163
496
$2K ﹤0.01%
70
497
$1K ﹤0.01%
+100
498
$1K ﹤0.01%
+17
499
$1K ﹤0.01%
43
500
$1K ﹤0.01%
50
18 19
20
21 22