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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
$394M
AUM Growth
-$94.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
575
New
Increased
Reduced
Closed

Top Buys

1
+$1,000K
2
+$440K
3
+$408K
4
MSFT icon
Microsoft
MSFT
+$394K
5
CSCO icon
Cisco
CSCO
+$317K

Top Sells

1
+$13.6M
2
+$2.56M
3
+$1.76M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.37M
5
CERN
Cerner Corp
CERN
+$1.12M

Sector Composition

1 Financials 5.42%
2 Technology 4.65%
3 Healthcare 4.41%
4 Consumer Staples 2.49%
5 Industrials 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1K ﹤0.01%
250
502
$1K ﹤0.01%
58
503
$1K ﹤0.01%
30
504
$1K ﹤0.01%
20
505
$1K ﹤0.01%
17
506
$1K ﹤0.01%
36
507
$1K ﹤0.01%
10
508
$1K ﹤0.01%
43
509
$1K ﹤0.01%
23
510
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12
511
$1K ﹤0.01%
48
512
$1K ﹤0.01%
20
513
$1K ﹤0.01%
2,848
514
$1K ﹤0.01%
50
515
$1K ﹤0.01%
5,000
516
$1K ﹤0.01%
20
517
$1K ﹤0.01%
36
518
$1K ﹤0.01%
2
519
$1K ﹤0.01%
10
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14
521
$1K ﹤0.01%
7
522
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100
523
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30
524
$0 ﹤0.01%
22
525
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-5
19 20
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