CFFP

Center for Financial Planning Portfolio holdings

AUM $961M
1-Year Est. Return 15.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$872M
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$23.9M
3
+$2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.02M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$758K

Top Sells

1
+$34.4M
2
+$997K
3
+$305K
4
MRK icon
Merck
MRK
+$300K
5
LHX icon
L3Harris
LHX
+$201K

Sector Composition

1 Financials 4.47%
2 Technology 3.87%
3 Healthcare 2.3%
4 Consumer Discretionary 1.53%
5 Industrials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$503K 0.06%
2,306
+161
102
$502K 0.06%
+9,810
103
$487K 0.06%
921
+601
104
$483K 0.06%
7,611
105
$468K 0.05%
10,353
+860
106
$456K 0.05%
5,103
107
$454K 0.05%
2,075
+144
108
$451K 0.05%
8,037
109
$441K 0.05%
3,018
-14
110
$437K 0.05%
1,999
111
$435K 0.05%
3,526
+470
112
$425K 0.05%
2,109
+325
113
$424K 0.05%
4,864
+7
114
$422K 0.05%
1,772
+318
115
$419K 0.05%
4,982
+288
116
$419K 0.05%
9,688
-551
117
$416K 0.05%
3,934
+87
118
$413K 0.05%
2,384
119
$412K 0.05%
24,000
120
$403K 0.05%
3,253
121
$399K 0.05%
2,315
122
$399K 0.05%
3,900
+1,000
123
$389K 0.04%
10,886
+465
124
$388K 0.04%
6,729
+590
125
$383K 0.04%
22,846
3 4
5
6 7