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
$737M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$972K
3
+$669K
4
MCD icon
McDonald's
MCD
+$591K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$513K

Top Sells

1
+$985K
2
+$680K
3
+$447K
4
MSFT icon
Microsoft
MSFT
+$417K
5
ADC icon
Agree Realty
ADC
+$346K

Sector Composition

1 Financials 4.68%
2 Technology 4.24%
3 Healthcare 2.81%
4 Consumer Staples 1.82%
5 Consumer Discretionary 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$286K 0.04%
3,650
127
$284K 0.04%
400
128
$276K 0.04%
311
129
$274K 0.04%
1,610
130
$272K 0.04%
3,499
+14
131
$268K 0.04%
736
132
$260K 0.04%
2,671
-17
133
$259K 0.04%
443
134
$254K 0.03%
2,308
-826
135
$254K 0.03%
3,847
136
$253K 0.03%
24,000
137
$252K 0.03%
1,802
+1,738
138
$248K 0.03%
3,406
139
$242K 0.03%
750
-52
140
$235K 0.03%
1,362
+1
141
$235K 0.03%
967
142
$233K 0.03%
2,286
143
$233K 0.03%
867
-145
144
$232K 0.03%
2,677
+10
145
$232K 0.03%
1,633
-30
146
$227K 0.03%
1,771
147
$226K 0.03%
653
-200
148
$221K 0.03%
1,174
149
$214K 0.03%
4,176
-2,490
150
$208K 0.03%
5,251
+330
4 5
6
7 8