CFFP

Center for Financial Planning Portfolio holdings

AUM $961M
1-Year Est. Return 15.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$872M
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$23.9M
3
+$2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.02M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$758K

Top Sells

1
+$34.4M
2
+$997K
3
+$305K
4
MRK icon
Merck
MRK
+$300K
5
LHX icon
L3Harris
LHX
+$201K

Sector Composition

1 Financials 4.47%
2 Technology 3.87%
3 Healthcare 2.3%
4 Consumer Discretionary 1.53%
5 Industrials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$378K 0.04%
13,058
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127
$369K 0.04%
5,470
128
$369K 0.04%
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-102
129
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-1,400
130
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131
$349K 0.04%
14,400
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132
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751
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133
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134
$342K 0.04%
5,842
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135
$312K 0.04%
2,268
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136
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137
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304
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138
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2,580
139
$281K 0.03%
2,560
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140
$272K 0.03%
4,051
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141
$268K 0.03%
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142
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144
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2,973
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146
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767
147
$249K 0.03%
458
148
$249K 0.03%
3,406
149
$247K 0.03%
2,446
150
$238K 0.03%
2,671
4 5
6
7 8