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
$383M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$1.2M
3
+$1.13M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.06M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$529K

Top Sells

1
+$5.65M
2
+$506K
3
+$308K
4
AON icon
Aon
AON
+$196K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$171K

Sector Composition

1 Financials 5.94%
2 Technology 4.33%
3 Healthcare 4.03%
4 Industrials 2.65%
5 Consumer Staples 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$187K 0.05%
2,903
+1,615
127
$186K 0.05%
1,667
128
$185K 0.05%
1,565
+978
129
$184K 0.05%
+5,230
130
$180K 0.05%
739
+8
131
$179K 0.05%
3,351
132
$176K 0.05%
3,433
-893
133
$170K 0.04%
1,944
134
$168K 0.04%
4,132
+387
135
$167K 0.04%
1,732
136
$167K 0.04%
3,126
+518
137
$165K 0.04%
1,098
138
$164K 0.04%
1,431
139
$161K 0.04%
2,749
140
$157K 0.04%
1,770
+325
141
$157K 0.04%
636
142
$153K 0.04%
3,228
143
$148K 0.04%
1,465
+252
144
$131K 0.03%
603
-400
145
$131K 0.03%
3,325
-1,000
146
$130K 0.03%
1,555
147
$130K 0.03%
+1,992
148
$130K 0.03%
442
+210
149
$125K 0.03%
349
150
$119K 0.03%
723
4 5
6
7 8