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
$737M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$972K
3
+$669K
4
MCD icon
McDonald's
MCD
+$591K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$513K

Top Sells

1
+$985K
2
+$680K
3
+$447K
4
MSFT icon
Microsoft
MSFT
+$417K
5
ADC icon
Agree Realty
ADC
+$346K

Sector Composition

1 Financials 4.68%
2 Technology 4.24%
3 Healthcare 2.81%
4 Consumer Staples 1.82%
5 Consumer Discretionary 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.16M 0.16%
4,717
-453
52
$1.14M 0.15%
4,346
-539
53
$1.09M 0.15%
2,108
54
$1.02M 0.14%
7,462
-709
55
$1M 0.14%
4,314
-469
56
$961K 0.13%
18,192
-31
57
$953K 0.13%
9,220
-295
58
$887K 0.12%
3,392
+2
59
$845K 0.11%
20,798
-4,406
60
$825K 0.11%
11,170
-1,520
61
$818K 0.11%
10,134
+16
62
$811K 0.11%
2,086
63
$805K 0.11%
3,171
-193
64
$794K 0.11%
4,760
-120
65
$779K 0.11%
73,740
-1,216
66
$771K 0.1%
10,237
-4,597
67
$768K 0.1%
2,763
-388
68
$758K 0.1%
12,183
69
$740K 0.1%
6,763
-939
70
$727K 0.1%
8,244
+11
71
$713K 0.1%
3,230
72
$708K 0.1%
5,827
+154
73
$708K 0.1%
6,572
74
$684K 0.09%
5,329
+382
75
$684K 0.09%
772
+11
1 2
3
4 5