CFFP

Center for Financial Planning Portfolio holdings

AUM $961M
1-Year Est. Return 15.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$872M
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$23.9M
3
+$2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.02M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$758K

Top Sells

1
+$34.4M
2
+$997K
3
+$305K
4
MRK icon
Merck
MRK
+$300K
5
LHX icon
L3Harris
LHX
+$201K

Sector Composition

1 Financials 4.47%
2 Technology 3.87%
3 Healthcare 2.3%
4 Consumer Discretionary 1.53%
5 Industrials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$827K 0.09%
4,040
+98
77
$817K 0.09%
12,183
78
$751K 0.09%
4,760
-11
79
$748K 0.09%
10,237
80
$742K 0.09%
10,693
-14
81
$727K 0.08%
5,430
82
$722K 0.08%
2,033
-20
83
$706K 0.08%
9,818
+650
84
$692K 0.08%
3,205
85
$683K 0.08%
4,114
+135
86
$654K 0.08%
5,494
87
$626K 0.07%
4,727
-107
88
$621K 0.07%
6,242
89
$613K 0.07%
786
+27
90
$605K 0.07%
12,292
+1,300
91
$604K 0.07%
3,057
-349
92
$595K 0.07%
54,846
-1,691
93
$579K 0.07%
11,170
94
$574K 0.07%
1,981
+32
95
$568K 0.07%
4,006
+879
96
$563K 0.06%
3,074
97
$559K 0.06%
13,216
98
$540K 0.06%
19,533
99
$536K 0.06%
1,902
+32
100
$533K 0.06%
1,934
-41
2 3
4
5 6