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
-$541K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$2.61M
3
+$2.56M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.84M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.38M

Top Sells

1
+$2.57M
2
+$1.05M
3
+$417K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$374K
5
INFO
IHS Markit Ltd. Common Shares
INFO
+$309K

Sector Composition

1 Financials 5.66%
2 Technology 4.31%
3 Healthcare 3.79%
4 Industrials 2.06%
5 Consumer Staples 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$349K 0.07%
3,527
+233
102
$346K 0.07%
5,844
+284
103
$333K 0.07%
1,400
+67
104
$331K 0.07%
1,182
105
$322K 0.07%
4,372
-120
106
$312K 0.06%
3,647
+132
107
$306K 0.06%
2,825
108
$303K 0.06%
16,954
+1,838
109
$301K 0.06%
+4,596
110
$298K 0.06%
630
-9
111
$297K 0.06%
3,406
112
$279K 0.06%
2,373
113
$278K 0.06%
853
114
$278K 0.06%
2,101
115
$274K 0.06%
1,007
116
$270K 0.06%
1,217
117
$269K 0.06%
1,759
118
$259K 0.05%
907
119
$252K 0.05%
1,092
120
$248K 0.05%
662
+8
121
$248K 0.05%
636
122
$244K 0.05%
1,878
-135
123
$242K 0.05%
1,532
124
$234K 0.05%
1,221
+441
125
$225K 0.05%
2,547
3 4
5
6 7