CFFP

Center for Financial Planning Portfolio holdings

AUM $872M
1-Year Est. Return 13.41%
This Quarter Est. Return
1 Year Est. Return
+13.41%
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
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%
97
477
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478
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479
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480
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10
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100
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27
484
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17
485
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48
486
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2,848
487
$2K ﹤0.01%
+5,000
488
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22
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491
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5
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2
494
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+29
496
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27
497
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50
498
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32
499
$1K ﹤0.01%
9
500
$1K ﹤0.01%
20
18 19
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21 22