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
$737M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$972K
3
+$669K
4
MCD icon
McDonald's
MCD
+$591K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$513K

Top Sells

1
+$985K
2
+$680K
3
+$447K
4
MSFT icon
Microsoft
MSFT
+$417K
5
ADC icon
Agree Realty
ADC
+$346K

Sector Composition

1 Financials 4.68%
2 Technology 4.24%
3 Healthcare 2.81%
4 Consumer Staples 1.82%
5 Consumer Discretionary 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1.8K ﹤0.01%
100
502
$1.77K ﹤0.01%
43
503
$1.76K ﹤0.01%
52
504
$1.74K ﹤0.01%
111
505
$1.74K ﹤0.01%
55
506
$1.63K ﹤0.01%
+15
507
$1.61K ﹤0.01%
21
508
$1.57K ﹤0.01%
100
509
$1.55K ﹤0.01%
20
510
$1.55K ﹤0.01%
20
511
$1.52K ﹤0.01%
36
512
$1.41K ﹤0.01%
3
-3
513
$1.37K ﹤0.01%
14
514
$1.27K ﹤0.01%
10
515
$1.23K ﹤0.01%
50
516
$1.19K ﹤0.01%
17
517
$1.15K ﹤0.01%
10
518
$1.13K ﹤0.01%
50
519
$1.09K ﹤0.01%
174
520
$924 ﹤0.01%
18
521
$918 ﹤0.01%
250
522
$916 ﹤0.01%
135
523
$867 ﹤0.01%
321
524
$861 ﹤0.01%
7
525
$856 ﹤0.01%
50
19 20
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22 23