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
-$541K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$2.61M
3
+$2.56M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.84M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.38M

Top Sells

1
+$2.57M
2
+$1.05M
3
+$417K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$374K
5
INFO
IHS Markit Ltd. Common Shares
INFO
+$309K

Sector Composition

1 Financials 5.66%
2 Technology 4.31%
3 Healthcare 3.79%
4 Industrials 2.06%
5 Consumer Staples 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.07M 0.22%
20,708
+3,333
52
$1.07M 0.22%
4,483
+729
53
$1.05M 0.22%
5,028
54
$984K 0.2%
14,834
55
$970K 0.2%
3,240
-14
56
$956K 0.2%
13,253
+449
57
$933K 0.19%
9,519
+1,200
58
$930K 0.19%
3,841
-441
59
$924K 0.19%
3,554
60
$919K 0.19%
1,670
61
$897K 0.18%
14,240
+6,920
62
$885K 0.18%
2,158
+658
63
$873K 0.18%
15,648
+259
64
$868K 0.18%
3,510
-226
65
$859K 0.18%
12,690
66
$857K 0.18%
10,102
67
$835K 0.17%
6,083
+369
68
$812K 0.17%
3,956
-22
69
$795K 0.16%
15,598
+1,380
70
$704K 0.14%
2,839
+991
71
$683K 0.14%
8,753
-462
72
$678K 0.14%
3,163
-141
73
$659K 0.14%
6,160
-235
74
$612K 0.13%
5,977
75
$597K 0.12%
12,183
1 2
3
4 5