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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
$958M
AUM Growth
-$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$75.6M
2
+$2.28M
3
+$1.79M
4
MSFT icon
Microsoft
MSFT
+$1.08M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$818K

Top Sells

1
+$62.1M
2
+$444K
3
+$343K
4
MDT icon
Medtronic
MDT
+$336K
5
USB icon
US Bancorp
USB
+$309K

Sector Composition

1 Financials 3.97%
2 Technology 3.67%
3 Healthcare 2.38%
4 Consumer Discretionary 1.47%
5 Industrials 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IJR icon
51
iShares Core S&P Small-Cap ETF
IJR
$104B
$1.64M 0.17%
13,202
-338
HD icon
52
Home Depot
HD
$320B
$1.62M 0.17%
4,935
-25
WMT icon
53
Walmart Inc
WMT
$951B
$1.58M 0.16%
12,675
-164
ETN icon
54
Eaton
ETN
$154B
$1.55M 0.16%
4,330
-20
GOOGL icon
55
Alphabet (Google) Class A
GOOGL
$4.42T
$1.44M 0.15%
5,024
-637
MRK icon
56
Merck
MRK
$296B
$1.38M 0.14%
11,477
-633
IVV icon
57
iShares Core S&P 500 ETF
IVV
$831B
$1.36M 0.14%
2,089
-31
VTEB icon
58
Vanguard Tax-Exempt Bond Index Fund
VTEB
$44.8B
$1.24M 0.13%
24,849
+550
MPC icon
59
Marathon Petroleum
MPC
$76.2B
$1.21M 0.13%
4,973
-48
UNP icon
60
Union Pacific
UNP
$159B
$1.15M 0.12%
4,756
+51
DTE icon
61
DTE Energy
DTE
$30.1B
$1.1M 0.11%
7,513
+40
TSLA icon
62
Tesla
TSLA
$1.5T
$1.1M 0.11%
2,952
+2
VIG icon
63
Vanguard Dividend Appreciation ETF
VIG
$108B
$1.08M 0.11%
5,028
-15
MMM icon
64
3M
MMM
$81.6B
$1.08M 0.11%
7,407
-3
QQQ icon
65
Invesco QQQ Trust
QQQ
$470B
$1.03M 0.11%
1,785
-78
ISTB icon
66
iShares Core 1-5 Year USD Bond ETF
ISTB
$4.9B
$1.01M 0.11%
20,845
ITW icon
67
Illinois Tool Works
ITW
$73.5B
$994K 0.1%
3,819
-414
PM icon
68
Philip Morris
PM
$275B
$983K 0.1%
5,945
-87
VEA icon
69
Vanguard FTSE Developed Markets ETF
VEA
$225B
$971K 0.1%
15,152
-1,102
VDE icon
70
Vanguard Energy ETF
VDE
$9.82B
$951K 0.1%
5,494
PRF icon
71
Invesco FTSE RAFI US 1000 ETF
PRF
$9.52B
$933K 0.1%
19,625
-753
AMT icon
72
American Tower
AMT
$89.8B
$874K 0.09%
5,066
+495
IWR icon
73
iShares Russell Mid-Cap ETF
IWR
$54.4B
$870K 0.09%
8,943
-78
DFUS icon
74
Dimensional US Equity ETF
DFUS
$20.1B
$864K 0.09%
12,183
LLY icon
75
Eli Lilly
LLY
$1.04T
$842K 0.09%
915
+129
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3
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