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
$488M
AUM Growth
+$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$53.2M
2
+$3.06M
3
+$2.03M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$860K
5
SPGI icon
S&P Global
SPGI
+$689K

Top Sells

1
+$18M
2
+$506K
3
+$363K
4
BMY icon
Bristol-Myers Squibb
BMY
+$210K
5
CACC icon
Credit Acceptance
CACC
+$172K

Sector Composition

1 Financials 5.24%
2 Technology 4.69%
3 Healthcare 3.72%
4 Industrials 2.15%
5 Consumer Staples 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$577K 0.12%
3,980
+20
77
$559K 0.11%
3,076
+1,613
78
$548K 0.11%
24,000
79
$523K 0.11%
4,242
+9
80
$521K 0.11%
1,848
+26
81
$504K 0.1%
1,003
+45
82
$502K 0.1%
1,650
+63
83
$496K 0.1%
6,395
84
$487K 0.1%
7,320
+320
85
$487K 0.1%
1,663
86
$485K 0.1%
4,054
-263
87
$470K 0.1%
986
+90
88
$448K 0.09%
7,975
89
$440K 0.09%
1,932
+290
90
$412K 0.08%
8,178
+663
91
$412K 0.08%
1,182
92
$410K 0.08%
8,132
93
$394K 0.08%
654
-1
94
$377K 0.08%
1,950
+72
95
$374K 0.08%
+4,617
96
$373K 0.08%
1,007
+2
97
$371K 0.08%
24,033
98
$355K 0.07%
1,759
+5
99
$353K 0.07%
4,492
+120
100
$339K 0.07%
7,023
+453
2 3
4
5 6