CFFP

Center for Financial Planning Portfolio holdings

AUM $872M
1-Year Est. Return 13.41%
This Quarter Est. Return
1 Year Est. Return
+13.41%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$399M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$89.5M
2
+$56.7M
3
+$53.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$44.5M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$36.9M

Top Sells

No sells this quarter

Sector Composition

1 Financials 5.71%
2 Healthcare 3.43%
3 Technology 2.69%
4 Consumer Staples 2.34%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$741K 0.19%
+79,719
52
$717K 0.18%
+19,293
53
$690K 0.17%
+12,876
54
$683K 0.17%
+14,236
55
$651K 0.16%
+10,915
56
$647K 0.16%
+1,987
57
$637K 0.16%
+5,317
58
$633K 0.16%
+3,929
59
$630K 0.16%
+4,555
60
$626K 0.16%
+3,780
61
$615K 0.15%
+4,233
62
$613K 0.15%
+5,541
63
$612K 0.15%
+14,185
64
$597K 0.15%
+2,946
65
$593K 0.15%
+5,337
66
$561K 0.14%
+3,880
67
$554K 0.14%
+11,107
68
$553K 0.14%
+9,921
69
$552K 0.14%
+5,857
70
$531K 0.13%
+3,414
71
$518K 0.13%
+3,123
72
$509K 0.13%
+4,269
73
$489K 0.12%
+9,081
74
$472K 0.12%
+1,729
75
$464K 0.12%
+3,408
1 2
3
4 5