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
$399M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$89.5M
2
+$56.7M
3
+$53.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$44.5M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$36.9M

Top Sells

No sells this quarter

Sector Composition

1 Financials 5.71%
2 Healthcare 3.43%
3 Technology 2.69%
4 Consumer Staples 2.34%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$122K 0.03%
+1,200
127
$121K 0.03%
+1,440
128
$120K 0.03%
+407
129
$118K 0.03%
+1,963
130
$115K 0.03%
+3,000
131
$114K 0.03%
+836
132
$113K 0.03%
+1,944
133
$113K 0.03%
+530
134
$111K 0.03%
+1,549
135
$110K 0.03%
+748
136
$109K 0.03%
+3,900
137
$109K 0.03%
+2,000
138
$106K 0.03%
+800
139
$102K 0.03%
+2,784
140
$101K 0.03%
+1,872
141
$100K 0.03%
+3,547
142
$94K 0.02%
+821
143
$93K 0.02%
+5,544
144
$91K 0.02%
+1,532
145
$90K 0.02%
+1,859
146
$90K 0.02%
+2,498
147
$88K 0.02%
+573
148
$87K 0.02%
+1,627
149
$84K 0.02%
+1,180
150
$83K 0.02%
+350
4 5
6
7 8