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
$353M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$198K
3
+$140K
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$100K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$82.6K

Top Sells

1
+$5.55M
2
+$1.18M
3
+$527K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$321K
5
VB icon
Vanguard Small-Cap ETF
VB
+$250K

Sector Composition

1 Financials 5.77%
2 Technology 4.33%
3 Healthcare 4.13%
4 Industrials 2.6%
5 Consumer Staples 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$465K 0.13%
2,762
77
$406K 0.12%
751
78
$389K 0.11%
1,422
+100
79
$388K 0.11%
3,076
80
$385K 0.11%
1,099
81
$384K 0.11%
8,132
-1,500
82
$384K 0.11%
1,023
83
$367K 0.1%
3,051
+205
84
$360K 0.1%
1,706
85
$352K 0.1%
4,824
-6
86
$348K 0.1%
1,627
-57
87
$347K 0.1%
2,884
-219
88
$338K 0.1%
1,471
+80
89
$332K 0.09%
7,118
90
$331K 0.09%
6,313
+450
91
$322K 0.09%
3,260
92
$320K 0.09%
6,170
+940
93
$306K 0.09%
6,980
+120
94
$302K 0.09%
2,576
+173
95
$300K 0.09%
3,420
96
$298K 0.08%
23,631
97
$297K 0.08%
4,782
+56
98
$296K 0.08%
1,182
99
$269K 0.08%
5,592
-105
100
$266K 0.08%
1,000
2 3
4
5 6