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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
$296M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$2.69M
3
+$1.14M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.02M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$895K

Top Sells

1
+$34.7M
2
+$5.44M
3
+$2.76M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.47M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.31M

Sector Composition

1 Financials 5.13%
2 Healthcare 4.03%
3 Technology 3.39%
4 Consumer Staples 2.77%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1K ﹤0.01%
+39
552
$1K ﹤0.01%
+104
553
$1K ﹤0.01%
+54
554
$1K ﹤0.01%
+84
555
$1K ﹤0.01%
160
556
$1K ﹤0.01%
+65
557
$1K ﹤0.01%
43
558
$1K ﹤0.01%
+45
559
$1K ﹤0.01%
218
560
$1K ﹤0.01%
64
-176
561
$1K ﹤0.01%
100
562
$1K ﹤0.01%
+122
563
$1K ﹤0.01%
30
564
$1K ﹤0.01%
+8
565
$1K ﹤0.01%
+94
566
$0 ﹤0.01%
50
567
– –
-9,000
568
– –
-1,434
569
– –
-1,532
570
$0 ﹤0.01%
21
571
$0 ﹤0.01%
10
572
$0 ﹤0.01%
1
573
– –
-2,000
574
– –
-55
575
$0 ﹤0.01%
1
21 22
23
24 25