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
-$541K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$2.61M
3
+$2.56M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.84M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.38M

Top Sells

1
+$2.57M
2
+$1.05M
3
+$417K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$374K
5
INFO
IHS Markit Ltd. Common Shares
INFO
+$309K

Sector Composition

1 Financials 5.66%
2 Technology 4.31%
3 Healthcare 3.79%
4 Industrials 2.06%
5 Consumer Staples 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$561K 0.12%
3,695
+111
77
$553K 0.11%
4,183
+129
78
$548K 0.11%
3,940
-40
79
$527K 0.11%
4,118
-124
80
$511K 0.1%
1,003
81
$483K 0.1%
3,076
82
$459K 0.09%
+5,603
83
$456K 0.09%
10,108
+8,501
84
$442K 0.09%
1,728
+65
85
$437K 0.09%
3,127
86
$435K 0.09%
2,032
+82
87
$424K 0.09%
1,698
+48
88
$424K 0.09%
7,975
89
$422K 0.09%
24,000
90
$409K 0.08%
8,132
91
$407K 0.08%
896
-90
92
$406K 0.08%
8,779
+2,220
93
$402K 0.08%
+16,908
94
$384K 0.08%
8,197
+19
95
$377K 0.08%
1,506
96
$372K 0.08%
3,260
97
$366K 0.08%
3,301
+103
98
$363K 0.07%
7,317
+294
99
$358K 0.07%
1,932
100
$351K 0.07%
24,033
2 3
4
5 6