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
551
$184 ﹤0.01%
13
552
$171 ﹤0.01%
50
553
$169 ﹤0.01%
35
+10
554
$142 ﹤0.01%
+100
555
$142 ﹤0.01%
+11
556
$142 ﹤0.01%
4
557
$140 ﹤0.01%
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558
$124 ﹤0.01%
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559
$123 ﹤0.01%
39
560
$96 ﹤0.01%
1
561
$95 ﹤0.01%
+20
562
$92 ﹤0.01%
+4
563
$91 ﹤0.01%
2
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$84 ﹤0.01%
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10
566
$81 ﹤0.01%
20
567
$65 ﹤0.01%
27
568
$63 ﹤0.01%
+5
569
$49 ﹤0.01%
2
570
$46 ﹤0.01%
2
571
$44 ﹤0.01%
1
572
$35 ﹤0.01%
+5
573
$32 ﹤0.01%
3
574
$29 ﹤0.01%
+4
575
$29 ﹤0.01%
+1
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