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
$737M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$972K
3
+$669K
4
MCD icon
McDonald's
MCD
+$591K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$513K

Top Sells

1
+$985K
2
+$680K
3
+$447K
4
MSFT icon
Microsoft
MSFT
+$417K
5
ADC icon
Agree Realty
ADC
+$346K

Sector Composition

1 Financials 4.68%
2 Technology 4.24%
3 Healthcare 2.81%
4 Consumer Staples 1.82%
5 Consumer Discretionary 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$677K 0.09%
3,061
77
$671K 0.09%
5,528
78
$663K 0.09%
4,068
-10
79
$651K 0.09%
1,113
+294
80
$625K 0.08%
5,107
+161
81
$611K 0.08%
11,476
-18,501
82
$604K 0.08%
13,645
-4,077
83
$594K 0.08%
1,038
+50
84
$589K 0.08%
3,074
85
$551K 0.07%
13,216
86
$523K 0.07%
19,533
87
$517K 0.07%
1,736
-323
88
$514K 0.07%
10,048
89
$501K 0.07%
1,738
-995
90
$500K 0.07%
3,049
+146
91
$500K 0.07%
866
92
$489K 0.07%
1,002
93
$478K 0.06%
5,308
-279
94
$475K 0.06%
1,977
95
$466K 0.06%
16,100
-630
96
$458K 0.06%
10,209
-5,371
97
$438K 0.06%
7,611
98
$436K 0.06%
10,427
-133
99
$432K 0.06%
1,956
100
$427K 0.06%
5,103
2 3
4
5 6