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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
$296M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$2.69M
3
+$1.14M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.02M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$895K

Top Sells

1
+$34.7M
2
+$5.44M
3
+$2.76M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.47M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.31M

Sector Composition

1 Financials 5.13%
2 Healthcare 4.03%
3 Technology 3.39%
4 Consumer Staples 2.77%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1K ﹤0.01%
29
527
$1K ﹤0.01%
32
528
$1K ﹤0.01%
21
529
$1K ﹤0.01%
+30
530
$1K ﹤0.01%
+17
531
$1K ﹤0.01%
+160
532
$1K ﹤0.01%
+25
533
$1K ﹤0.01%
+278
534
$1K ﹤0.01%
+18
535
$1K ﹤0.01%
10
536
$1K ﹤0.01%
97
537
$1K ﹤0.01%
+45
538
$1K ﹤0.01%
+40
539
$1K ﹤0.01%
+48
540
$1K ﹤0.01%
+31
541
$1K ﹤0.01%
500
542
$1K ﹤0.01%
287
543
$1K ﹤0.01%
+578
544
$1K ﹤0.01%
24
-9
545
$1K ﹤0.01%
+16
546
$1K ﹤0.01%
+237
547
$1K ﹤0.01%
48
-7
548
$1K ﹤0.01%
+21
549
$1K ﹤0.01%
29
550
$1K ﹤0.01%
262
-462
20 21
22
23 24