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
$353M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$198K
3
+$140K
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$100K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$82.6K

Top Sells

1
+$5.55M
2
+$1.18M
3
+$527K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$321K
5
VB icon
Vanguard Small-Cap ETF
VB
+$250K

Sector Composition

1 Financials 5.77%
2 Technology 4.33%
3 Healthcare 4.13%
4 Industrials 2.6%
5 Consumer Staples 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$264K 0.07%
3,047
102
$264K 0.07%
2,935
+1,115
103
$258K 0.07%
1,178
-480
104
$253K 0.07%
1,741
105
$252K 0.07%
802
106
$242K 0.07%
2,825
107
$228K 0.06%
3,406
108
$227K 0.06%
870
109
$215K 0.06%
3,002
110
$214K 0.06%
300
111
$214K 0.06%
900
112
$213K 0.06%
1,003
-65
113
$211K 0.06%
1,033
-150
114
$209K 0.06%
1,317
115
$202K 0.06%
2,954
+73
116
$198K 0.06%
+1,500
117
$193K 0.05%
791
118
$192K 0.05%
1,667
119
$190K 0.05%
1,063
120
$181K 0.05%
3,351
121
$180K 0.05%
508
122
$178K 0.05%
977
+115
123
$177K 0.05%
4,326
124
$176K 0.05%
731
+100
125
$165K 0.05%
1,944
3 4
5
6 7