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
+$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$51.4M
2
+$3.08M
3
+$2.07M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$855K
5
SPGI icon
S&P Global
SPGI
+$667K

Top Sells

1
+$17.5M
2
+$492K
3
+$364K
4
BMY icon
Bristol-Myers Squibb
BMY
+$197K
5
CACC icon
Credit Acceptance
CACC
+$161K

Sector Composition

1 Financials 5.24%
2 Technology 4.69%
3 Healthcare 3.72%
4 Industrials 2.15%
5 Consumer Staples 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1K ﹤0.01%
50
527
$1K ﹤0.01%
+18
528
$1K ﹤0.01%
+20
529
$1K ﹤0.01%
5
530
$1K ﹤0.01%
174
531
$1K ﹤0.01%
+6
532
$1K ﹤0.01%
+8
533
$1K ﹤0.01%
+1
534
– –
-1
535
$0 ﹤0.01%
130
536
– –
-12
537
$0 ﹤0.01%
25
-106
538
– –
-1
539
– –
-1
540
$0 ﹤0.01%
16
541
– –
-101
542
– –
-350
543
– –
-144
544
– –
-15
545
$0 ﹤0.01%
1
546
– –
-1,001
547
$0 ﹤0.01%
10
548
– –
-16
549
– –
-1
550
– –
-700
20 21
22
23 24