CFFP

Center for Financial Planning Portfolio holdings

AUM $961M
1-Year Est. Return 15.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$872M
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$23.9M
3
+$2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.02M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$758K

Top Sells

1
+$34.4M
2
+$997K
3
+$305K
4
MRK icon
Merck
MRK
+$300K
5
LHX icon
L3Harris
LHX
+$201K

Sector Composition

1 Financials 4.47%
2 Technology 3.87%
3 Healthcare 2.3%
4 Consumer Discretionary 1.53%
5 Industrials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.45M 0.17%
4,968
-124
52
$1.36M 0.16%
2,188
-19
53
$1.33M 0.15%
8,429
+367
54
$1.29M 0.15%
2,437
55
$1.19M 0.14%
24,216
+15,524
56
$1.13M 0.13%
7,432
57
$1.13M 0.13%
4,909
+20
58
$1.12M 0.13%
6,345
+374
59
$1.1M 0.13%
11,286
+401
60
$1.08M 0.12%
5,945
+231
61
$1.07M 0.12%
4,338
-8
62
$1.04M 0.12%
3,284
+210
63
$1.03M 0.12%
18,048
-2,479
64
$1.01M 0.12%
20,845
65
$1.01M 0.12%
4,569
+255
66
$935K 0.11%
2,137
-46
67
$924K 0.11%
11,669
-3,779
68
$923K 0.11%
1,250
+154
69
$902K 0.1%
6,763
70
$889K 0.1%
3,014
+95
71
$864K 0.1%
20,442
+3
72
$861K 0.1%
1,560
+43
73
$846K 0.1%
3,171
74
$846K 0.1%
27,296
+9,935
75
$828K 0.1%
9,002
+100
1 2
3
4 5