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
601
$861 ﹤0.01%
321
602
$851 ﹤0.01%
50
603
$825 ﹤0.01%
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604
$797 ﹤0.01%
50
605
$760 ﹤0.01%
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606
$722 ﹤0.01%
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607
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608
$701 ﹤0.01%
100
609
$658 ﹤0.01%
250
610
$651 ﹤0.01%
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611
$562 ﹤0.01%
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612
$491 ﹤0.01%
1
-2
613
$487 ﹤0.01%
10
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$472 ﹤0.01%
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$442 ﹤0.01%
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$398 ﹤0.01%
20
617
$376 ﹤0.01%
4
-143
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$358 ﹤0.01%
20
619
$357 ﹤0.01%
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$351 ﹤0.01%
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621
$348 ﹤0.01%
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622
$337 ﹤0.01%
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623
$264 ﹤0.01%
11
624
$171 ﹤0.01%
17
625
$164 ﹤0.01%
+3
23 24
25
26 27