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
$488M
AUM Growth
-$541K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$2.61M
3
+$2.56M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.84M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.38M

Top Sells

1
+$2.57M
2
+$1.05M
3
+$417K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$374K
5
INFO
IHS Markit Ltd. Common Shares
INFO
+$309K

Sector Composition

1 Financials 5.66%
2 Technology 4.31%
3 Healthcare 3.79%
4 Industrials 2.06%
5 Consumer Staples 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$2K ﹤0.01%
21
477
$2K ﹤0.01%
5
478
$2K ﹤0.01%
350
479
$2K ﹤0.01%
200
480
$2K ﹤0.01%
160
481
$2K ﹤0.01%
10
482
$2K ﹤0.01%
100
483
$2K ﹤0.01%
27
484
$2K ﹤0.01%
17
485
$2K ﹤0.01%
48
486
$2K ﹤0.01%
2,848
487
$2K ﹤0.01%
+5,000
488
$1K ﹤0.01%
10
489
$1K ﹤0.01%
+29
490
$1K ﹤0.01%
9
491
$1K ﹤0.01%
20
492
$1K ﹤0.01%
36
-16
493
$1K ﹤0.01%
17
494
$1K ﹤0.01%
+36
495
$1K ﹤0.01%
43
496
$1K ﹤0.01%
2
497
$1K ﹤0.01%
22
498
$1K ﹤0.01%
50
499
$1K ﹤0.01%
16
500
$1K ﹤0.01%
5
18 19
20
21 22