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
$286M
AUM Growth
-$9.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.29M
3
+$2.06M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$754K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$468K

Top Sells

1
+$55.7M
2
+$641K
3
+$629K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$623K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$612K

Sector Composition

1 Financials 5.76%
2 Healthcare 4.48%
3 Technology 4.47%
4 Consumer Staples 2.89%
5 Industrials 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$226K 0.08%
2,469
-25
102
$226K 0.08%
4,360
-2,736
103
$220K 0.08%
5,638
+198
104
$217K 0.08%
2,478
105
$216K 0.08%
6,840
+5,100
106
$214K 0.07%
23,631
107
$214K 0.07%
2,237
-1,400
108
$200K 0.07%
285
+280
109
$199K 0.07%
3,406
110
$199K 0.07%
802
-48
111
$194K 0.07%
2,425
-2,116
112
$188K 0.07%
997
+975
113
$187K 0.07%
870
+773
114
$184K 0.06%
789
+478
115
$182K 0.06%
3,351
+2,084
116
$176K 0.06%
1,180
+1,150
117
$175K 0.06%
2,832
-1,809
118
$170K 0.06%
4,326
-3,000
119
$158K 0.06%
900
120
$155K 0.05%
1,737
+1,708
121
$153K 0.05%
3,228
122
$152K 0.05%
1,663
+1,374
123
$150K 0.05%
1,060
+1,030
124
$150K 0.05%
1,312
+1,254
125
$146K 0.05%
2,881
+2,244
3 4
5
6 7