CFFP

Center for Financial Planning Portfolio holdings

AUM $961M
1-Year Est. Return 15.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$872M
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$23.9M
3
+$2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.02M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$758K

Top Sells

1
+$34.4M
2
+$997K
3
+$305K
4
MRK icon
Merck
MRK
+$300K
5
LHX icon
L3Harris
LHX
+$201K

Sector Composition

1 Financials 4.47%
2 Technology 3.87%
3 Healthcare 2.3%
4 Consumer Discretionary 1.53%
5 Industrials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$8.55K ﹤0.01%
253
-19
477
$8.41K ﹤0.01%
121
478
$8.38K ﹤0.01%
490
479
$8.35K ﹤0.01%
65
480
$8.35K ﹤0.01%
78
481
$8.27K ﹤0.01%
187
482
$8.1K ﹤0.01%
61
483
$8.07K ﹤0.01%
70
484
$7.89K ﹤0.01%
112
485
$7.76K ﹤0.01%
200
486
$7.74K ﹤0.01%
202
487
$7.59K ﹤0.01%
732
488
$7.32K ﹤0.01%
45
489
$7.14K ﹤0.01%
349
490
$7.04K ﹤0.01%
100
491
$6.91K ﹤0.01%
100
492
$6.8K ﹤0.01%
57
493
$6.78K ﹤0.01%
1,975
+750
494
$6.76K ﹤0.01%
154
495
$6.58K ﹤0.01%
39
496
$6.54K ﹤0.01%
+81
497
$6.53K ﹤0.01%
497
-5
498
$6.51K ﹤0.01%
189
499
$6.46K ﹤0.01%
316
500
$6.45K ﹤0.01%
125
-445
18 19
20
21 22