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
$488M
AUM Growth
+$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$53.2M
2
+$3.06M
3
+$2.03M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$860K
5
SPGI icon
S&P Global
SPGI
+$689K

Top Sells

1
+$18M
2
+$506K
3
+$363K
4
BMY icon
Bristol-Myers Squibb
BMY
+$210K
5
CACC icon
Credit Acceptance
CACC
+$172K

Sector Composition

1 Financials 5.24%
2 Technology 4.69%
3 Healthcare 3.72%
4 Industrials 2.15%
5 Consumer Staples 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.09M 0.22%
31,900
-3,405
52
$1.06M 0.22%
14,834
-7,092
53
$1.04M 0.21%
3,554
54
$1.03M 0.21%
17,375
+302
55
$1M 0.21%
3,736
+71
56
$983K 0.2%
12,804
-1,425
57
$975K 0.2%
15,389
+4,368
58
$956K 0.2%
3,754
+880
59
$929K 0.19%
5,596
-48
60
$885K 0.18%
5,714
+16
61
$885K 0.18%
3,978
62
$855K 0.18%
12,690
63
$778K 0.16%
12,717
+333
64
$773K 0.16%
8,319
65
$765K 0.16%
9,215
+28
66
$740K 0.15%
10,102
+2,500
67
$739K 0.15%
14,218
-861
68
$715K 0.15%
5,337
-28
69
$708K 0.15%
1,500
+1,459
70
$708K 0.15%
3,304
-130
71
$677K 0.14%
6,559
72
$630K 0.13%
12,183
73
$625K 0.13%
5,977
-55
74
$619K 0.13%
3,584
+167
75
$590K 0.12%
3,127
+4
1 2
3
4 5