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
$353M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$198K
3
+$140K
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$100K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$82.6K

Top Sells

1
+$5.55M
2
+$1.18M
3
+$527K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$321K
5
VB icon
Vanguard Small-Cap ETF
VB
+$250K

Sector Composition

1 Financials 5.77%
2 Technology 4.33%
3 Healthcare 4.13%
4 Industrials 2.6%
5 Consumer Staples 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$746K 0.21%
12,690
-186
52
$718K 0.2%
1,921
+221
53
$712K 0.2%
10,382
-2,210
54
$698K 0.2%
79,451
-4,972
55
$684K 0.19%
7,438
-413
56
$681K 0.19%
2,563
+50
57
$671K 0.19%
3,408
58
$669K 0.19%
8,319
59
$665K 0.19%
3,669
-11
60
$644K 0.18%
3,786
+161
61
$633K 0.18%
14,156
+425
62
$633K 0.18%
4,233
63
$630K 0.18%
10,102
64
$614K 0.17%
28,271
-359
65
$594K 0.17%
2,874
-149
66
$591K 0.17%
16,054
-867
67
$558K 0.16%
3,123
68
$549K 0.16%
1,671
69
$536K 0.15%
5,191
+274
70
$524K 0.15%
1,959
-675
71
$513K 0.15%
6,306
72
$508K 0.14%
12,319
-5
73
$477K 0.14%
1,663
-59
74
$468K 0.13%
24,000
75
$468K 0.13%
9,923
-137
1 2
3
4 5