CFFP
Center for Financial Planning Portfolio holdings
AUM $783M
AUM
$783M
AUM Growth
+$33.3M (+4%)
Cap. Flow
+$47.6M
Cap. Flow % of AUM
6.08%
Top 10 Holdings %Top 10 Hldgs %
77.19%
Holding
754
New
79
Increased
116
Reduced
74
Closed
54
Top Buys
| 1 | $34.4M | |
| 2 | $2.37M | |
| 3 | $2.13M | |
| 4 | $1.91M | |
| 5 | $1.53M |
Top Sells
| 1 | $2.32M | |
| 2 | $568K | |
| 3 | $422K | |
| 4 | $358K | |
| 5 | $300K |
Sector Composition
| 1 | Financials | 4.97% |
| 2 | Technology | 3.55% |
| 3 | Healthcare | 2.66% |
| 4 | Consumer Staples | 1.62% |
| 5 | Consumer Discretionary | 1.58% |
| # | Name | Market Value | Portfolio Weight | Shares or Principal | Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|---|
| $0 | 0% | 0 -10 | Closed | – | |||
| $0 | 0% | 0 -2 | Closed | – | |||
| $0 | 0% | 0 -20 | Closed | – | |||
| $0 | 0% | 0 -8 | Closed | – | |||
| $0 | 0% | 0 -5 | Closed | – | |||
| $0 | 0% | 0 -7 | Closed | – | |||
| $0 | 0% | 0 -10 | Closed | – | |||
| $0 | 0% | 0 -302 | Closed | – | |||
| $0 | 0% | 0 -8 | Closed | – | |||
| $0 | 0% | 0 -3 | Closed | – | |||
| $0 | 0% | 0 -8 | Closed | – | |||
| $0 | 0% | 0 -27 | Closed | – | |||
| $0 | 0% | 0 -150 | Closed | – | |||
| $0 | 0% | 0 -1,359 | Closed | – | |||
| $0 | 0% | 0 -3 | Closed | – | |||
| $0 | 0% | 0 -41 | Closed | – | |||
| $0 | 0% | 0 -19 | Closed | – | |||
| $0 | 0% | 0 -63 | Closed | – | |||
| $0 | 0% | 0 -9 | Closed | – | |||
| $0 | 0% | 0 -11 | Closed | – | |||
| $0 | 0% | 0 -173 | Closed | – | |||
| $0 | 0% | 0 -150 | Closed | – | |||
| $0 | 0% | 0 -4 | Closed | – | |||
| $0 | 0% | 0 -13 | Closed | – | |||
| $0 | 0% | 0 -9 | Closed | – |
