We are live on ! Find out more
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
-$541K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$2.66M
3
+$2.61M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.81M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.37M

Top Sells

1
+$2.53M
2
+$1.09M
3
+$429K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$374K
5
INFO
IHS Markit Ltd. Common Shares
INFO
+$309K

Sector Composition

1 Financials 5.66%
2 Technology 4.31%
3 Healthcare 3.79%
4 Industrials 2.06%
5 Consumer Staples 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$1K ﹤0.01%
6
527
$1K ﹤0.01%
58
528
$1K ﹤0.01%
30
529
$1K ﹤0.01%
70
530
$1K ﹤0.01%
10
531
$1K ﹤0.01%
+29
532
– –
-167
533
– –
-1,347
534
– –
-83
535
– –
-52
536
$0 ﹤0.01%
+10
537
$0 ﹤0.01%
+6
538
$0 ﹤0.01%
+12
539
$0 ﹤0.01%
+21
540
$0 ﹤0.01%
+9
541
$0 ﹤0.01%
+2
542
$0 ﹤0.01%
+2
543
– –
-18
544
$0 ﹤0.01%
+10
545
– –
-43
546
– –
-58
547
– –
-74
548
$0 ﹤0.01%
1
549
$0 ﹤0.01%
10
550
– –
-4,617
20 21
22
23 24