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
551
$2.28K ﹤0.01%
18
552
$2.24K ﹤0.01%
10
553
$2.15K ﹤0.01%
13
554
$2.09K ﹤0.01%
7
555
$2.09K ﹤0.01%
20
556
$2.04K ﹤0.01%
4
557
$2.03K ﹤0.01%
100
558
$2.02K ﹤0.01%
88
559
$2.02K ﹤0.01%
36
560
$2.01K ﹤0.01%
12
561
$1.97K ﹤0.01%
20
562
$1.96K ﹤0.01%
4
563
$1.93K ﹤0.01%
43
564
$1.91K ﹤0.01%
97
565
$1.85K ﹤0.01%
23
-1,257
566
$1.82K ﹤0.01%
100
567
$1.82K ﹤0.01%
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568
$1.77K ﹤0.01%
20
569
$1.75K ﹤0.01%
4
570
$1.74K ﹤0.01%
4
571
$1.72K ﹤0.01%
7
572
$1.69K ﹤0.01%
23
573
$1.68K ﹤0.01%
100
574
$1.65K ﹤0.01%
28
575
$1.63K ﹤0.01%
7
21 22
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