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
$737M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$972K
3
+$669K
4
MCD icon
McDonald's
MCD
+$591K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$513K

Top Sells

1
+$985K
2
+$680K
3
+$447K
4
MSFT icon
Microsoft
MSFT
+$417K
5
ADC icon
Agree Realty
ADC
+$346K

Sector Composition

1 Financials 4.68%
2 Technology 4.24%
3 Healthcare 2.81%
4 Consumer Staples 1.82%
5 Consumer Discretionary 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$822 ﹤0.01%
+100
527
$820 ﹤0.01%
73
528
$786 ﹤0.01%
+100
529
$769 ﹤0.01%
10
530
$760 ﹤0.01%
23
531
$735 ﹤0.01%
+69
532
$719 ﹤0.01%
22
533
$716 ﹤0.01%
10
534
$690 ﹤0.01%
+77
535
$686 ﹤0.01%
5,000
536
$620 ﹤0.01%
22
537
$553 ﹤0.01%
130
538
$495 ﹤0.01%
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539
$470 ﹤0.01%
10
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$466 ﹤0.01%
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541
$446 ﹤0.01%
9
542
$435 ﹤0.01%
20
543
$401 ﹤0.01%
+5
544
$378 ﹤0.01%
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545
$355 ﹤0.01%
+50
546
$338 ﹤0.01%
30
547
$251 ﹤0.01%
26
548
$239 ﹤0.01%
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549
$219 ﹤0.01%
+100
550
$202 ﹤0.01%
44
20 21
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23 24