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
$737M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$972K
3
+$669K
4
MCD icon
McDonald's
MCD
+$591K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$513K

Top Sells

1
+$985K
2
+$680K
3
+$447K
4
MSFT icon
Microsoft
MSFT
+$417K
5
ADC icon
Agree Realty
ADC
+$346K

Sector Composition

1 Financials 4.68%
2 Technology 4.24%
3 Healthcare 2.81%
4 Consumer Staples 1.82%
5 Consumer Discretionary 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$426K 0.06%
3,122
102
$416K 0.06%
1,512
+9
103
$413K 0.06%
9,029
104
$413K 0.06%
2,297
105
$412K 0.06%
1,098
106
$403K 0.05%
5,470
107
$400K 0.05%
2,488
108
$382K 0.05%
1,612
109
$373K 0.05%
1,568
110
$365K 0.05%
24,808
111
$360K 0.05%
2,972
112
$358K 0.05%
3,724
-29
113
$357K 0.05%
4,006
+71
114
$351K 0.05%
15,974
+216
115
$350K 0.05%
3,389
+20
116
$341K 0.05%
2,075
117
$321K 0.04%
+1,395
118
$318K 0.04%
2,100
119
$317K 0.04%
1,674
+1
120
$307K 0.04%
3,200
121
$307K 0.04%
7,840
-120
122
$303K 0.04%
3,617
+3,471
123
$302K 0.04%
2,568
-797
124
$301K 0.04%
5,899
125
$298K 0.04%
5,178
+4,928
3 4
5
6 7