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
$394M
AUM Growth
-$94.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$418K
3
+$374K
4
MSFT icon
Microsoft
MSFT
+$373K
5
CSCO icon
Cisco
CSCO
+$282K

Top Sells

1
+$12.5M
2
+$2.34M
3
+$1.6M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.26M
5
CERN
Cerner Corp
CERN
+$1.12M

Sector Composition

1 Financials 5.42%
2 Technology 4.65%
3 Healthcare 4.41%
4 Consumer Staples 2.49%
5 Industrials 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$307K 0.08%
3,739
+92
102
$304K 0.08%
1,485
+85
103
$289K 0.07%
24,033
104
$286K 0.07%
1,932
105
$283K 0.07%
3,650
-1,953
106
$269K 0.07%
12,854
-4,100
107
$265K 0.07%
1,878
108
$261K 0.07%
3,406
109
$260K 0.07%
2,825
110
$256K 0.07%
1,005
-2
111
$249K 0.06%
630
112
$245K 0.06%
1,243
+26
113
$237K 0.06%
1,092
114
$236K 0.06%
1,182
115
$233K 0.06%
4,596
116
$230K 0.06%
853
117
$228K 0.06%
1,757
-2
118
$226K 0.06%
2,373
119
$219K 0.06%
780
+172
120
$215K 0.05%
2,547
121
$211K 0.05%
1,532
122
$206K 0.05%
907
123
$199K 0.05%
636
124
$198K 0.05%
2,101
125
$187K 0.05%
435
-35
3 4
5
6 7