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
$383M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$1.2M
3
+$1.13M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.06M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$529K

Top Sells

1
+$5.65M
2
+$506K
3
+$308K
4
AON icon
Aon
AON
+$196K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$171K

Sector Composition

1 Financials 5.94%
2 Technology 4.33%
3 Healthcare 4.03%
4 Industrials 2.65%
5 Consumer Staples 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$288K 0.08%
1,741
102
$284K 0.07%
2,935
103
$280K 0.07%
6,186
+594
104
$273K 0.07%
1,033
105
$271K 0.07%
1,718
+771
106
$264K 0.07%
3,047
107
$260K 0.07%
2,825
108
$256K 0.07%
1,207
+29
109
$242K 0.06%
900
110
$240K 0.06%
870
111
$238K 0.06%
1,500
+610
112
$237K 0.06%
1,162
+185
113
$236K 0.06%
3,406
114
$232K 0.06%
3,002
115
$215K 0.06%
1,500
116
$211K 0.06%
3,184
+230
117
$210K 0.05%
657
-145
118
$209K 0.05%
3,360
+700
119
$207K 0.05%
873
+82
120
$205K 0.05%
1,063
121
$204K 0.05%
300
122
$202K 0.05%
1,757
+315
123
$196K 0.05%
853
-853
124
$188K 0.05%
508
125
$188K 0.05%
994
3 4
5
6 7