CFFP

Center for Financial Planning Portfolio holdings

AUM $961M
1-Year Est. Return 15.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$872M
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$23.9M
3
+$2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.02M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$758K

Top Sells

1
+$34.4M
2
+$997K
3
+$305K
4
MRK icon
Merck
MRK
+$300K
5
LHX icon
L3Harris
LHX
+$201K

Sector Composition

1 Financials 4.47%
2 Technology 3.87%
3 Healthcare 2.3%
4 Consumer Discretionary 1.53%
5 Industrials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$6.36K ﹤0.01%
363
502
$6.11K ﹤0.01%
159
503
$6.07K ﹤0.01%
5
504
$5.95K ﹤0.01%
530
505
$5.93K ﹤0.01%
74
506
$5.87K ﹤0.01%
5
507
$5.83K ﹤0.01%
+100
508
$5.81K ﹤0.01%
26
509
$5.79K ﹤0.01%
210
510
$5.75K ﹤0.01%
106
511
$5.64K ﹤0.01%
500
512
$5.62K ﹤0.01%
150
513
$5.51K ﹤0.01%
756
514
$5.42K ﹤0.01%
500
515
$5.29K ﹤0.01%
40
-871
516
$5.24K ﹤0.01%
586
-144
517
$5.02K ﹤0.01%
124
518
$4.88K ﹤0.01%
323
519
$4.87K ﹤0.01%
560
520
$4.82K ﹤0.01%
23
521
$4.78K ﹤0.01%
700
522
$4.46K ﹤0.01%
382
523
$4.45K ﹤0.01%
152
524
$4.38K ﹤0.01%
85
525
$4.34K ﹤0.01%
43
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