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
$286M
AUM Growth
-$9.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.29M
3
+$2.06M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$754K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$468K

Top Sells

1
+$55.7M
2
+$641K
3
+$629K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$623K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$612K

Sector Composition

1 Financials 5.76%
2 Healthcare 4.48%
3 Technology 4.47%
4 Consumer Staples 2.89%
5 Industrials 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$621K 0.22%
3,109
-1,708
52
$618K 0.22%
2,467
+473
53
$607K 0.21%
26,565
-905
54
$602K 0.21%
13,461
-3,445
55
$590K 0.21%
5,925
+1,881
56
$570K 0.2%
1,729
-10
57
$566K 0.2%
9,119
58
$561K 0.2%
1,818
-2,018
59
$553K 0.19%
3,949
-49
60
$552K 0.19%
10,102
-8,442
61
$542K 0.19%
3,784
-365
62
$534K 0.19%
3,408
-83
63
$525K 0.18%
3,203
-82
64
$524K 0.18%
16,878
-3,261
65
$510K 0.18%
83,889
-88
66
$491K 0.17%
4,233
67
$464K 0.16%
5,072
+3
68
$435K 0.15%
3,123
-57
69
$406K 0.14%
10,463
+644
70
$404K 0.14%
3,620
+32
71
$395K 0.14%
9,882
-8,087
72
$380K 0.13%
6,306
-10,158
73
$378K 0.13%
17,445
74
$356K 0.12%
1,722
75
$352K 0.12%
3,046
-73
1 2
3
4 5