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
$488M
AUM Growth
+$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$53.2M
2
+$3.06M
3
+$2.03M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$860K
5
SPGI icon
S&P Global
SPGI
+$689K

Top Sells

1
+$18M
2
+$506K
3
+$363K
4
BMY icon
Bristol-Myers Squibb
BMY
+$210K
5
CACC icon
Credit Acceptance
CACC
+$172K

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%
175
527
$1K ﹤0.01%
50
528
$1K ﹤0.01%
40
529
$1K ﹤0.01%
+16
530
$1K ﹤0.01%
+5
531
$1K ﹤0.01%
+1
532
$1K ﹤0.01%
+19
533
$1K ﹤0.01%
27
534
– –
-1
535
– –
-1
536
$0 ﹤0.01%
4
537
$0 ﹤0.01%
14
538
– –
-550
539
$0 ﹤0.01%
+1
540
– –
-270
541
– –
-1
542
$0 ﹤0.01%
+20
543
– –
-1
544
$0 ﹤0.01%
+36
545
– –
0
546
– –
-32
547
– –
-50
548
– –
-1
549
– –
-11
550
– –
-87
20 21
22
23 24