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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
$737M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$4.03M
2
+$932K
3
+$641K
4
MCD icon
McDonald's
MCD
+$535K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$495K

Top Sells

1
+$900K
2
+$655K
3
+$428K
4
MSFT icon
Microsoft
MSFT
+$414K
5
ADC icon
Agree Realty
ADC
+$325K

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
576
$21 ﹤0.01%
8
577
$11 ﹤0.01%
2
578
$9 ﹤0.01%
2
579
– –
0
580
$2 ﹤0.01%
1
581
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