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
$872M
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$23.9M
3
+$2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.02M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$758K

Top Sells

1
+$34.4M
2
+$997K
3
+$305K
4
MRK icon
Merck
MRK
+$300K
5
LHX icon
L3Harris
LHX
+$201K

Sector Composition

1 Financials 4.47%
2 Technology 3.87%
3 Healthcare 2.3%
4 Consumer Discretionary 1.53%
5 Industrials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$4.29K ﹤0.01%
100
527
$4.23K ﹤0.01%
86
-280
528
$4.16K ﹤0.01%
175
529
$4.04K ﹤0.01%
100
530
$3.84K ﹤0.01%
200
531
$3.83K ﹤0.01%
+18
532
$3.82K ﹤0.01%
100
533
$3.42K ﹤0.01%
800
534
$3.36K ﹤0.01%
+200
535
$3.19K ﹤0.01%
37
536
$3.19K ﹤0.01%
160
537
$3.16K ﹤0.01%
50
538
$2.98K ﹤0.01%
308
539
$2.92K ﹤0.01%
13
540
$2.88K ﹤0.01%
136
541
$2.87K ﹤0.01%
160
542
$2.86K ﹤0.01%
36
543
$2.79K ﹤0.01%
200
544
$2.78K ﹤0.01%
5
545
$2.78K ﹤0.01%
180
546
$2.74K ﹤0.01%
30
547
$2.69K ﹤0.01%
104
548
$2.68K ﹤0.01%
5
549
$2.45K ﹤0.01%
23
550
$2.33K ﹤0.01%
508
+500
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