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
$399M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$89.5M
2
+$56.7M
3
+$53.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$44.5M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$36.9M

Top Sells

No sells this quarter

Sector Composition

1 Financials 5.71%
2 Healthcare 3.43%
3 Technology 2.69%
4 Consumer Staples 2.34%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$461K 0.12%
+7,768
77
$442K 0.11%
+17,445
78
$437K 0.11%
+24,000
79
$437K 0.11%
+5,140
80
$414K 0.1%
+4,541
81
$396K 0.1%
+7,194
82
$390K 0.1%
+3,043
83
$386K 0.1%
+2,894
84
$376K 0.09%
+5,860
85
$356K 0.09%
+23,631
86
$355K 0.09%
+1,706
87
$355K 0.09%
+3,076
88
$351K 0.09%
+4,709
89
$351K 0.09%
+3,766
90
$331K 0.08%
+1,023
91
$321K 0.08%
+2,743
92
$308K 0.08%
+4,739
93
$294K 0.07%
+2,592
94
$291K 0.07%
+1,331
95
$287K 0.07%
+1,222
96
$280K 0.07%
+4,396
97
$274K 0.07%
+2,459
98
$271K 0.07%
+9,000
99
$259K 0.06%
+3,047
100
$249K 0.06%
+2,628
2 3
4
5 6