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
$399M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$89.5M
2
+$56.7M
3
+$53.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$44.5M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$36.9M

Top Sells

No sells this quarter

Sector Composition

1 Financials 5.71%
2 Healthcare 3.43%
3 Technology 2.69%
4 Consumer Staples 2.34%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$245K 0.06%
+5,448
102
$242K 0.06%
+622
103
$236K 0.06%
+3,260
104
$232K 0.06%
+5,856
105
$227K 0.06%
+3,406
106
$207K 0.05%
+639
107
$181K 0.05%
+750
108
$179K 0.04%
+841
109
$178K 0.04%
+1,003
110
$175K 0.04%
+900
111
$172K 0.04%
+1,137
112
$162K 0.04%
+3,228
113
$154K 0.04%
+477
114
$150K 0.04%
+1,151
115
$148K 0.04%
+738
116
$146K 0.04%
+2,751
117
$138K 0.03%
+696
118
$137K 0.03%
+1,649
119
$135K 0.03%
+1,442
120
$133K 0.03%
+1,467
121
$130K 0.03%
+1,015
122
$129K 0.03%
+2,134
123
$126K 0.03%
+2,272
124
$122K 0.03%
+2,000
125
$122K 0.03%
+2,738
3 4
5
6 7