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
$434M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$1.48M
2
+$162K
3
+$124K
4
MDT icon
Medtronic
MDT
+$112K
5
RJF icon
Raymond James Financial
RJF
+$110K

Top Sells

1
+$1.02M
2
+$273K
3
+$195K
4
AAPL icon
Apple
AAPL
+$184K
5
PXD
Pioneer Natural Resource Co.
PXD
+$164K

Sector Composition

1 Financials 5.51%
2 Technology 4.91%
3 Healthcare 4.07%
4 Consumer Staples 2.64%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$80 ﹤0.01%
11
527
$80 ﹤0.01%
2
528
$78 ﹤0.01%
4
-610
529
$78 ﹤0.01%
+20
530
$70 ﹤0.01%
2
531
$69 ﹤0.01%
+20
532
$64 ﹤0.01%
3
533
$43 ﹤0.01%
2
534
$28 ﹤0.01%
20
535
$25 ﹤0.01%
1
-86
536
$11 ﹤0.01%
16
537
– –
0
538
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-1,000
539
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540
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541
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542
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544
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545
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546
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549
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550
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-4
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