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
576
$1.58K ﹤0.01%
174
577
$1.56K ﹤0.01%
21
578
$1.56K ﹤0.01%
55
579
$1.48K ﹤0.01%
52
580
$1.46K ﹤0.01%
18
581
$1.46K ﹤0.01%
1,000
582
$1.45K ﹤0.01%
8
583
$1.45K ﹤0.01%
13
584
$1.44K ﹤0.01%
14
585
$1.43K ﹤0.01%
64
586
$1.42K ﹤0.01%
10
587
$1.42K ﹤0.01%
62
588
$1.41K ﹤0.01%
+100
589
$1.39K ﹤0.01%
35
590
$1.34K ﹤0.01%
52
591
$1.33K ﹤0.01%
100
592
$1.31K ﹤0.01%
8
593
$1.24K ﹤0.01%
79
594
$1.09K ﹤0.01%
+500
595
$1.07K ﹤0.01%
2,067
596
$979 ﹤0.01%
10
597
$973 ﹤0.01%
50
598
$950 ﹤0.01%
10
599
$934 ﹤0.01%
69
600
$892 ﹤0.01%
490
22 23
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