CFFP
Center for Financial Planning Portfolio holdings
AUM $783M
This Quarter Return
-1.12%
1 Year Return
+6.42%
3 Year Return
+21.22%
5 Year Return
+111.68%
10 Year Return
–
AUM
$783M
AUM Growth
+$33.3M (+4%)
Cap. Flow
+$47.2M
Cap. Flow % of AUM
6.03%
Top 10 Holdings %Top 10 Hldgs %
77.19%
Holding
754
New
79
Increased
116
Reduced
74
Closed
54
Top Buys
| 1 | $34.4M | |
| 2 | $2.37M | |
| 3 | $2.13M | |
| 4 | $1.91M | |
| 5 | $1.53M |
Top Sells
| 1 | $2.32M | |
| 2 | $568K | |
| 3 | $422K | |
| 4 | $358K | |
| 5 | $300K |
Sector Composition
| 1 | Financials | 4.97% |
| 2 | Technology | 3.55% |
| 3 | Healthcare | 2.66% |
| 4 | Consumer Staples | 1.62% |
| 5 | Consumer Discretionary | 1.58% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $2.28K | ﹤0.01% | 160 | – | – | |||
| $2.19K | ﹤0.01% | 7 | – | – | |||
| $2.1K | ﹤0.01% | +68 | New | +$2.1K | |||
| $2.08K | ﹤0.01% | 4 | – | – | |||
| $2.05K | ﹤0.01% | 17 | – | – | |||
| $2.04K | ﹤0.01% | 1,000 | – | – | |||
| $2.04K | ﹤0.01% | 2,000 | – | – | |||
| $2.04K | ﹤0.01% | 36 | – | – | |||
| $2K | ﹤0.01% | +22 | New | +$2K | |||
| $1.99K | ﹤0.01% | +55 | New | +$1.99K | |||
| $1.98K | ﹤0.01% | 88 | – | – | |||
| $1.93K | ﹤0.01% | 37 | – | – | |||
| $1.92K | ﹤0.01% | +70 | New | +$1.92K | |||
| $1.9K | ﹤0.01% | 20 | – | – | |||
| $1.9K | ﹤0.01% | 100 | – | – | |||
| $1.89K | ﹤0.01% | 97 | – | – | |||
| $1.86K | ﹤0.01% | 9 | – | – | |||
| $1.8K | ﹤0.01% | 20 | – | – | |||
| $1.76K | ﹤0.01% | 43 | – | – | |||
| $1.74K | ﹤0.01% | 4 | – | – | |||
| $1.7K | ﹤0.01% | 174 | – | – | |||
| $1.7K | ﹤0.01% | 20 | – | – | |||
| $1.69K | ﹤0.01% | 23 | – | – | |||
| $1.69K | ﹤0.01% | 21 | – | – | |||
| $1.68K | ﹤0.01% | 3 | – | – |
