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
$476M
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$387K
3
+$375K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$308K
5
VB icon
Vanguard Small-Cap ETF
VB
+$250K

Top Sells

1
+$1.11M
2
+$502K
3
+$216K
4
UNP icon
Union Pacific
UNP
+$188K
5
MSFT icon
Microsoft
MSFT
+$171K

Sector Composition

1 Financials 5.45%
2 Technology 5.07%
3 Healthcare 3.82%
4 Consumer Staples 2.4%
5 Industrials 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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