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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
$296M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$2.69M
3
+$1.14M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.02M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$895K

Top Sells

1
+$34.7M
2
+$5.44M
3
+$2.76M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.47M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.31M

Sector Composition

1 Financials 5.13%
2 Healthcare 4.03%
3 Technology 3.39%
4 Consumer Staples 2.77%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
601
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-121
602
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-17
603
– –
-326
604
– –
-14,185
605
– –
-50
606
$0 ﹤0.01%
174
607
– –
-930
608
– –
-260
609
– –
-197
610
– –
-174
611
– –
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612
$0 ﹤0.01%
130
613
– –
-67
614
$0 ﹤0.01%
+21
615
– –
-450
616
– –
-1,563
617
$0 ﹤0.01%
8
618
$0 ﹤0.01%
1
619
– –
-35
620
$0 ﹤0.01%
19
621
$0 ﹤0.01%
6
-16
21 22 23 24
25