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
$488M
AUM Growth
+$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$53.2M
2
+$3.06M
3
+$2.03M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$860K
5
SPGI icon
S&P Global
SPGI
+$689K

Top Sells

1
+$18M
2
+$506K
3
+$363K
4
BMY icon
Bristol-Myers Squibb
BMY
+$210K
5
CACC icon
Credit Acceptance
CACC
+$172K

Sector Composition

1 Financials 5.24%
2 Technology 4.69%
3 Healthcare 3.72%
4 Industrials 2.15%
5 Consumer Staples 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$223K 0.05%
731
127
$223K 0.05%
1,944
128
$218K 0.04%
3,173
-187
129
$207K 0.04%
2,037
+147
130
$202K 0.04%
1,565
131
$196K 0.04%
5,110
132
$193K 0.04%
1,280
+68
133
$189K 0.04%
4,077
+1
134
$189K 0.04%
1,004
+10
135
$188K 0.04%
+2,217
136
$183K 0.04%
2,762
+13
137
$181K 0.04%
1,050
-48
138
$175K 0.04%
780
139
$169K 0.03%
4,497
140
$168K 0.03%
1,431
141
$167K 0.03%
470
-25
142
$162K 0.03%
349
143
$160K 0.03%
1,521
-260
144
$158K 0.03%
1,095
+824
145
$157K 0.03%
780
-573
146
$150K 0.03%
998
-175
147
$146K 0.03%
221
148
$143K 0.03%
2,394
+257
149
$142K 0.03%
1,692
150
$137K 0.03%
2,533
+1,271
4 5
6
7 8