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
$394M
AUM Growth
-$94.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$418K
3
+$374K
4
MSFT icon
Microsoft
MSFT
+$373K
5
CSCO icon
Cisco
CSCO
+$282K

Top Sells

1
+$12.5M
2
+$2.34M
3
+$1.6M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.26M
5
CERN
Cerner Corp
CERN
+$1.12M

Sector Composition

1 Financials 5.42%
2 Technology 4.65%
3 Healthcare 4.41%
4 Consumer Staples 2.49%
5 Industrials 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$916K 0.23%
5,028
52
$907K 0.23%
3,308
+68
53
$888K 0.23%
79,788
-9,013
54
$883K 0.22%
4,483
55
$866K 0.22%
3,508
-2
56
$826K 0.21%
8,000
-2,998
57
$799K 0.2%
3,554
58
$768K 0.2%
3,420
59
$762K 0.19%
5,596
-4,600
60
$732K 0.19%
2,171
+13
61
$725K 0.18%
14,930
+690
62
$715K 0.18%
14,097
-1,501
63
$692K 0.18%
3,511
+672
64
$662K 0.17%
8,319
-1,200
65
$658K 0.17%
3,886
-70
66
$643K 0.16%
10,101
-1
67
$613K 0.16%
6,160
68
$581K 0.15%
4,585
+402
69
$568K 0.14%
8,974
-4,279
70
$567K 0.14%
8,761
+8
71
$567K 0.14%
3,108
-55
72
$549K 0.14%
16,694
+7,915
73
$532K 0.14%
5,977
74
$523K 0.13%
1,018
+15
75
$521K 0.13%
5,522
-561
1 2
3
4 5