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
$286M
AUM Growth
-$9.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.29M
3
+$2.06M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$754K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$468K

Top Sells

1
+$55.7M
2
+$641K
3
+$629K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$623K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$612K

Sector Composition

1 Financials 5.76%
2 Healthcare 4.48%
3 Technology 4.47%
4 Consumer Staples 2.89%
5 Industrials 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$329K 0.11%
1,706
-24
77
$324K 0.11%
1,097
+680
78
$322K 0.11%
1,367
+574
79
$320K 0.11%
5,264
-1,402
80
$320K 0.11%
1,654
+1,538
81
$317K 0.11%
1,023
82
$315K 0.11%
1,305
+28
83
$313K 0.11%
1,846
+1,277
84
$309K 0.11%
1,684
85
$305K 0.11%
4,355
86
$301K 0.11%
2,707
-258
87
$297K 0.1%
3,076
88
$293K 0.1%
24,000
89
$291K 0.1%
639
90
$282K 0.1%
7,652
-341
91
$278K 0.1%
4,726
-383
92
$267K 0.09%
5,302
-1,418
93
$261K 0.09%
3,260
-88
94
$257K 0.09%
3,258
-460
95
$254K 0.09%
3,047
96
$252K 0.09%
1,182
-10
97
$242K 0.08%
3,420
+2,580
98
$230K 0.08%
5,772
-939
99
$227K 0.08%
622
-48
100
$227K 0.08%
3,150
-750
2 3
4
5 6