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
$488M
AUM Growth
+$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$53.2M
2
+$3.06M
3
+$2.03M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$860K
5
SPGI icon
S&P Global
SPGI
+$689K

Top Sells

1
+$18M
2
+$506K
3
+$363K
4
BMY icon
Bristol-Myers Squibb
BMY
+$210K
5
CACC icon
Credit Acceptance
CACC
+$172K

Sector Composition

1 Financials 5.24%
2 Technology 4.69%
3 Healthcare 3.72%
4 Industrials 2.15%
5 Consumer Staples 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$335K 0.07%
3,260
102
$331K 0.07%
3,198
+185
103
$328K 0.07%
2,825
104
$316K 0.06%
1,532
105
$314K 0.06%
639
106
$309K 0.06%
2,323
-548
107
$308K 0.06%
1,092
108
$307K 0.06%
2,373
+227
109
$305K 0.06%
1,333
+96
110
$287K 0.06%
2,101
+417
111
$283K 0.06%
3,294
+1,712
112
$281K 0.06%
15,116
-935
113
$274K 0.06%
1,506
+6
114
$270K 0.06%
907
+7
115
$269K 0.06%
2,013
-650
116
$264K 0.05%
+3,406
117
$264K 0.05%
1,217
-48
118
$256K 0.05%
853
119
$254K 0.05%
300
120
$246K 0.05%
618
-39
121
$245K 0.05%
5,560
+214
122
$238K 0.05%
636
123
$232K 0.05%
2,547
-500
124
$225K 0.05%
3,515
+220
125
$224K 0.05%
2,954
3 4
5
6 7