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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
$296M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$2.69M
3
+$1.14M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.02M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$895K

Top Sells

1
+$34.7M
2
+$5.44M
3
+$2.76M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.47M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.31M

Sector Composition

1 Financials 5.13%
2 Healthcare 4.03%
3 Technology 3.39%
4 Consumer Staples 2.77%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2K ﹤0.01%
120
502
$2K ﹤0.01%
+43
503
$2K ﹤0.01%
+21
504
$2K ﹤0.01%
+41
505
$2K ﹤0.01%
40
+20
506
$2K ﹤0.01%
+57
507
$2K ﹤0.01%
+25
508
$2K ﹤0.01%
+68
509
$2K ﹤0.01%
+47
510
$2K ﹤0.01%
44
-24
511
$2K ﹤0.01%
41
512
$2K ﹤0.01%
29
513
$2K ﹤0.01%
200
514
$2K ﹤0.01%
38
515
$2K ﹤0.01%
+20
516
$2K ﹤0.01%
+169
517
$2K ﹤0.01%
95
518
$2K ﹤0.01%
+103
519
$2K ﹤0.01%
68
520
$2K ﹤0.01%
120
521
$1K ﹤0.01%
+209
522
$1K ﹤0.01%
13
523
$1K ﹤0.01%
+14
524
$1K ﹤0.01%
100
-1,381
525
$1K ﹤0.01%
+10
19 20
21
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