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
$488M
AUM Growth
-$541K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$2.66M
3
+$2.61M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.81M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.37M

Top Sells

1
+$2.53M
2
+$1.09M
3
+$429K
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
501
$1K ﹤0.01%
+36
502
$1K ﹤0.01%
43
503
$1K ﹤0.01%
23
504
$1K ﹤0.01%
+12
505
$1K ﹤0.01%
40
506
$1K ﹤0.01%
7
507
$1K ﹤0.01%
5
508
$1K ﹤0.01%
50
509
$1K ﹤0.01%
70
510
$1K ﹤0.01%
36
-16
511
$1K ﹤0.01%
10
512
$1K ﹤0.01%
21
513
$1K ﹤0.01%
6
514
$1K ﹤0.01%
10
515
$1K ﹤0.01%
20
516
$1K ﹤0.01%
5
517
$1K ﹤0.01%
174
518
$1K ﹤0.01%
250
519
$1K ﹤0.01%
6
520
$1K ﹤0.01%
58
521
$1K ﹤0.01%
30
522
$1K ﹤0.01%
130
523
$1K ﹤0.01%
19
524
$1K ﹤0.01%
100
525
$1K ﹤0.01%
20
19 20
21
22 23