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
$394M
AUM Growth
-$94.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$418K
3
+$374K
4
MSFT icon
Microsoft
MSFT
+$373K
5
CSCO icon
Cisco
CSCO
+$282K

Top Sells

1
+$12.5M
2
+$2.34M
3
+$1.6M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.26M
5
CERN
Cerner Corp
CERN
+$1.12M

Sector Composition

1 Financials 5.42%
2 Technology 4.65%
3 Healthcare 4.41%
4 Consumer Staples 2.49%
5 Industrials 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$496K 0.13%
12,183
77
$482K 0.12%
3,828
+133
78
$438K 0.11%
4,020
+80
79
$433K 0.11%
4,118
80
$418K 0.11%
+13,216
81
$417K 0.11%
2,122
+90
82
$405K 0.1%
10,111
+3
83
$405K 0.1%
6,478
+2,106
84
$390K 0.1%
1,620
-78
85
$379K 0.1%
3,260
86
$373K 0.09%
3,076
87
$367K 0.09%
7,975
88
$366K 0.09%
3,601
-6,432
89
$353K 0.09%
8,132
90
$352K 0.09%
16,908
91
$340K 0.09%
896
92
$338K 0.09%
24,000
93
$336K 0.09%
1,506
94
$333K 0.08%
6,035
+191
95
$327K 0.08%
3,123
-4
96
$325K 0.08%
8,286
+89
97
$317K 0.08%
3,294
-233
98
$313K 0.08%
7,722
+405
99
$309K 0.08%
1,500
-228
100
$307K 0.08%
3,418
+117
2 3
4
5 6