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
$383M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1 +$3.94M
2 +$1.2M
3 +$1.13M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.06M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$529K

Top Sells

1 +$5.65M
2 +$506K
3 +$308K
4
AON icon
Aon
AON
+$196K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$171K

Sector Composition

1 Financials 5.94%
2 Technology 4.33%
3 Healthcare 4.03%
4 Industrials 2.65%
5 Consumer Staples 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
501
$2K ﹤0.01%
21
502
$2K ﹤0.01%
50
503
$1K ﹤0.01%
20
504
$1K ﹤0.01%
36
505
$1K ﹤0.01%
21
506
$1K ﹤0.01%
10
507
$1K ﹤0.01%
+5
508
$1K ﹤0.01%
174
509
$1K ﹤0.01%
250
510
$1K ﹤0.01%
57
511
$1K ﹤0.01%
7
512
$1K ﹤0.01%
43
513
$1K ﹤0.01%
21
514
$1K ﹤0.01%
10
515
$1K ﹤0.01%
3
516
$1K ﹤0.01%
16
517
$1K ﹤0.01%
+50
518
$1K ﹤0.01%
+200
519
$1K ﹤0.01%
29
520
$1K ﹤0.01%
+10
521
$1K ﹤0.01%
27
522
$1K ﹤0.01%
32
523
-148
524
$0 ﹤0.01%
4
525
$0 ﹤0.01%
14