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
$286M
AUM Growth
-$9.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.29M
3
+$2.06M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$754K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$468K

Top Sells

1
+$55.7M
2
+$641K
3
+$629K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$623K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$612K

Sector Composition

1 Financials 5.76%
2 Healthcare 4.48%
3 Technology 4.47%
4 Consumer Staples 2.89%
5 Industrials 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$145K 0.05%
1,003
-62
127
$142K 0.05%
741
128
$141K 0.05%
867
+8
129
$141K 0.05%
2,749
-2,259
130
$138K 0.05%
1,425
+1,300
131
$136K 0.05%
4,325
132
$134K 0.05%
2,058
-9,850
133
$131K 0.05%
1,480
-21
134
$131K 0.05%
1,944
135
$129K 0.05%
1,015
-195
136
$126K 0.04%
573
137
$121K 0.04%
631
-410
138
$119K 0.04%
1,962
-38
139
$116K 0.04%
1,098
-42
140
$110K 0.04%
1,350
-4
141
$107K 0.04%
+1,223
142
$98K 0.03%
373
143
$96K 0.03%
1,213
144
$95K 0.03%
800
145
$87K 0.03%
887
-250
146
$85K 0.03%
1,418
-292
147
$85K 0.03%
1,077
-1,849
148
$83K 0.03%
2,738
149
$83K 0.03%
3,735
+3,615
150
$82K 0.03%
648
-2,852
4 5
6
7 8