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
$383M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$1.2M
3
+$1.13M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.06M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$529K

Top Sells

1
+$5.65M
2
+$506K
3
+$308K
4
AON icon
Aon
AON
+$196K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$171K

Sector Composition

1 Financials 5.94%
2 Technology 4.33%
3 Healthcare 4.03%
4 Industrials 2.65%
5 Consumer Staples 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$500K 0.13%
1,663
77
$481K 0.13%
3,477
+426
78
$477K 0.12%
2,807
+45
79
$455K 0.12%
1,616
+194
80
$422K 0.11%
3,076
81
$420K 0.11%
6,170
82
$419K 0.11%
4,060
+640
83
$414K 0.11%
8,132
84
$409K 0.11%
1,099
85
$400K 0.1%
5,273
+449
86
$399K 0.1%
1,602
+131
87
$399K 0.1%
1,567
-60
88
$394K 0.1%
7,118
89
$392K 0.1%
751
90
$391K 0.1%
7,222
+909
91
$377K 0.1%
948
-75
92
$371K 0.1%
23,631
93
$365K 0.1%
3,090
+514
94
$360K 0.09%
2,826
-58
95
$329K 0.09%
1,632
+315
96
$324K 0.08%
6,980
97
$314K 0.08%
1,182
98
$312K 0.08%
3,260
99
$307K 0.08%
4,867
+85
100
$291K 0.08%
1,000
2 3
4
5 6