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
$383M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$1.2M
3
+$1.13M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.06M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$529K

Top Sells

1
+$5.65M
2
+$506K
3
+$308K
4
AON icon
Aon
AON
+$196K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$171K

Sector Composition

1 Financials 5.94%
2 Technology 4.33%
3 Healthcare 4.03%
4 Industrials 2.65%
5 Consumer Staples 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$903K 0.24%
4,087
+123
52
$888K 0.23%
4,555
53
$863K 0.23%
12,000
54
$851K 0.22%
6,627
-301
55
$845K 0.22%
4,579
+910
56
$812K 0.21%
3,645
+150
57
$779K 0.2%
2,552
-11
58
$778K 0.2%
12,690
59
$773K 0.2%
10,458
+76
60
$766K 0.2%
14,813
+657
61
$766K 0.2%
4,076
+290
62
$751K 0.2%
8,319
63
$749K 0.2%
10,102
64
$709K 0.19%
3,554
+146
65
$681K 0.18%
12,204
-115
66
$658K 0.17%
4,233
67
$636K 0.17%
2,874
68
$635K 0.17%
6,306
69
$624K 0.16%
3,123
70
$608K 0.16%
26,615
-1,656
71
$596K 0.16%
5,256
+65
72
$584K 0.15%
24,000
73
$575K 0.15%
15,860
-194
74
$552K 0.14%
2,011
+52
75
$550K 0.14%
1,558
-113
1 2
3
4 5