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
-$541K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$2.61M
3
+$2.56M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.84M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.38M

Top Sells

1
+$2.57M
2
+$1.05M
3
+$417K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$374K
5
INFO
IHS Markit Ltd. Common Shares
INFO
+$309K

Sector Composition

1 Financials 5.66%
2 Technology 4.31%
3 Healthcare 3.79%
4 Industrials 2.06%
5 Consumer Staples 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$222K 0.05%
300
127
$220K 0.05%
608
-10
128
$207K 0.04%
470
129
$203K 0.04%
731
130
$200K 0.04%
1,944
131
$200K 0.04%
1,565
132
$198K 0.04%
1,431
133
$198K 0.04%
3,959
+1,370
134
$195K 0.04%
2,141
+104
135
$185K 0.04%
2,217
136
$184K 0.04%
1,004
137
$181K 0.04%
750
-30
138
$180K 0.04%
1,354
+74
139
$177K 0.04%
2,929
-25
140
$174K 0.04%
4,770
-340
141
$173K 0.04%
2,762
142
$171K 0.04%
349
143
$170K 0.03%
1,521
144
$163K 0.03%
4,497
145
$157K 0.03%
1,439
+344
146
$152K 0.03%
1,400
+646
147
$149K 0.03%
993
-5
148
$141K 0.03%
4,050
-27
149
$138K 0.03%
573
+111
150
$138K 0.03%
1,050
4 5
6
7 8