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
$353M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$198K
3
+$140K
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$100K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$82.6K

Top Sells

1
+$5.55M
2
+$1.18M
3
+$527K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$321K
5
VB icon
Vanguard Small-Cap ETF
VB
+$250K

Sector Composition

1 Financials 5.77%
2 Technology 4.33%
3 Healthcare 4.13%
4 Industrials 2.6%
5 Consumer Staples 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$163K 0.05%
2,660
-700
127
$163K 0.05%
994
-21
128
$161K 0.05%
2,749
129
$159K 0.05%
1,732
-693
130
$158K 0.04%
1,098
131
$157K 0.04%
1,431
132
$157K 0.04%
4,325
133
$147K 0.04%
636
-105
134
$146K 0.04%
947
+75
135
$144K 0.04%
1,442
+185
136
$142K 0.04%
1,555
+500
137
$136K 0.04%
3,228
138
$130K 0.04%
3,745
139
$120K 0.03%
1,445
-2,910
140
$119K 0.03%
1,001
-1,236
141
$112K 0.03%
349
142
$111K 0.03%
1,213
143
$110K 0.03%
800
144
$110K 0.03%
221
145
$109K 0.03%
821
146
$109K 0.03%
578
-498
147
$108K 0.03%
2,608
+260
148
$106K 0.03%
523
-50
149
$101K 0.03%
890
150
$98K 0.03%
2,603
-100
4 5
6
7 8