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
$394M
AUM Growth
-$94.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$418K
3
+$374K
4
MSFT icon
Microsoft
MSFT
+$373K
5
CSCO icon
Cisco
CSCO
+$282K

Top Sells

1
+$12.5M
2
+$2.34M
3
+$1.6M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.26M
5
CERN
Cerner Corp
CERN
+$1.12M

Sector Composition

1 Financials 5.42%
2 Technology 4.65%
3 Healthcare 4.41%
4 Consumer Staples 2.49%
5 Industrials 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$186K 0.05%
1,565
127
$182K 0.05%
750
128
$181K 0.05%
1,431
129
$171K 0.04%
2,756
-6
130
$168K 0.04%
349
131
$167K 0.04%
1,221
132
$164K 0.04%
2,929
133
$163K 0.04%
1,606
+393
134
$161K 0.04%
2,217
135
$159K 0.04%
1,035
+31
136
$155K 0.04%
1,944
137
$147K 0.04%
4,497
138
$146K 0.04%
4,770
139
$144K 0.04%
1,274
-80
140
$143K 0.04%
1,445
141
$139K 0.04%
+675
142
$138K 0.04%
631
-100
143
$135K 0.03%
1,255
-266
144
$132K 0.03%
2,027
-114
145
$130K 0.03%
1,694
+190
146
$129K 0.03%
993
147
$128K 0.03%
1,400
148
$127K 0.03%
573
149
$119K 0.03%
1,045
-5
150
$118K 0.03%
1,660
-219
4 5
6
7 8