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CFFP

Center for Financial Planning Portfolio holdings

AUM $958M
1-Year Est. Return 15.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$958M
AUM Growth
-$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
735
New
Increased
Reduced
Closed

Top Buys

1
+$75.6M
2
+$2.28M
3
+$1.79M
4
MSFT icon
Microsoft
MSFT
+$1.08M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$818K

Top Sells

1
+$62.1M
2
+$444K
3
+$343K
4
MDT icon
Medtronic
MDT
+$336K
5
USB icon
US Bancorp
USB
+$309K

Sector Composition

1 Financials 3.97%
2 Technology 3.67%
3 Healthcare 2.38%
4 Consumer Discretionary 1.47%
5 Industrials 1.37%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SLYV icon
151
State Street SPDR S&P 600 Small Cap Value ETF
SLYV
$4.64B
$253K 0.03%
2,677
HSIC icon
152
Henry Schein
HSIC
$9.08B
$251K 0.03%
3,406
CAT icon
153
Caterpillar
CAT
$407B
$249K 0.03%
351
-13
IWF icon
154
iShares Russell 1000 Growth ETF
IWF
$124B
$246K 0.03%
2,312
+52
USB icon
155
US Bancorp
USB
$86.6B
$246K 0.03%
4,727
-5,626
ITOT icon
156
iShares Core S&P Total US Stock Market ETF
ITOT
$89.9B
$241K 0.03%
1,690
IQV icon
157
IQVIA
IQV
$30.9B
$234K 0.02%
1,374
SDY icon
158
State Street SPDR S&P Dividend ETF
SDY
$21.1B
$234K 0.02%
1,603
LULU icon
159
lululemon athletica
LULU
$13.4B
$231K 0.02%
1,507
+595
CMG icon
160
Chipotle Mexican Grill
CMG
$38.3B
$229K 0.02%
7,142
-23
BAC icon
161
Bank of America
BAC
$382B
$226K 0.02%
4,637
AOR icon
162
iShares Core 60/40 Balanced Allocation ETF
AOR
$3.55B
$225K 0.02%
3,494
-30
FIS icon
163
Fidelity National Information Services
FIS
$20.6B
$221K 0.02%
4,720
+105
EW icon
164
Edwards Lifesciences
EW
$50B
$217K 0.02%
2,716
+812
IYR icon
165
iShares US Real Estate ETF
IYR
$4.87B
$216K 0.02%
2,286
STE icon
166
Steris
STE
$20.8B
$213K 0.02%
962
UPS icon
167
United Parcel Service
UPS
$90.4B
$212K 0.02%
2,158
-506
IWO icon
168
iShares Russell 2000 Growth ETF
IWO
$13.9B
$212K 0.02%
675
ISRG icon
169
Intuitive Surgical
ISRG
$150B
$211K 0.02%
458
AON icon
170
Aon
AON
$71.1B
$211K 0.02%
653
UNH icon
171
UnitedHealth
UNH
$372B
$205K 0.02%
759
-415
WFC icon
172
Wells Fargo
WFC
$249B
$204K 0.02%
2,568
PSA icon
173
Public Storage
PSA
$56.3B
$199K 0.02%
736
PRFZ icon
174
Invesco FTSE RAFI US 1500 Small-Mid ETF
PRFZ
$2.64B
$199K 0.02%
4,340
LCNB icon
175
LCNB Corp
LCNB
$243M
$197K 0.02%
12,664
5 6
7
8 9