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
$737M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$972K
3
+$669K
4
MCD icon
McDonald's
MCD
+$591K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$513K

Top Sells

1
+$985K
2
+$680K
3
+$447K
4
MSFT icon
Microsoft
MSFT
+$417K
5
ADC icon
Agree Realty
ADC
+$346K

Sector Composition

1 Financials 4.68%
2 Technology 4.24%
3 Healthcare 2.81%
4 Consumer Staples 1.82%
5 Consumer Discretionary 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3.31K ﹤0.01%
80
477
$3.24K ﹤0.01%
13
478
$3.24K ﹤0.01%
30
-80
479
$3.21K ﹤0.01%
70
480
$3.21K ﹤0.01%
160
481
$3.1K ﹤0.01%
180
482
$3.05K ﹤0.01%
304
+14
483
$2.91K ﹤0.01%
50
484
$2.66K ﹤0.01%
5
485
$2.63K ﹤0.01%
500
486
$2.63K ﹤0.01%
+602
487
$2.62K ﹤0.01%
160
488
$2.53K ﹤0.01%
18
489
$2.48K ﹤0.01%
7
490
$2.45K ﹤0.01%
174
491
$2.37K ﹤0.01%
355
492
$2.25K ﹤0.01%
36
493
$2.23K ﹤0.01%
17
494
$2.08K ﹤0.01%
+88
495
$2.05K ﹤0.01%
100
496
$2.03K ﹤0.01%
9
497
$2K ﹤0.01%
20
-25
498
$1.94K ﹤0.01%
64
499
$1.88K ﹤0.01%
159
-1
500
$1.85K ﹤0.01%
97
18 19
20
21 22