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
$399M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$89.5M
2
+$56.7M
3
+$53.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$44.5M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$36.9M

Top Sells

No sells this quarter

Sector Composition

1 Financials 5.71%
2 Healthcare 3.43%
3 Technology 2.69%
4 Consumer Staples 2.34%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$82K 0.02%
+273
152
$82K 0.02%
+723
153
$81K 0.02%
+765
154
$81K 0.02%
+1,798
155
$77K 0.02%
+1,455
156
$75K 0.02%
+282
157
$75K 0.02%
+1,481
158
$74K 0.02%
+466
159
$72K 0.02%
+1,434
160
$71K 0.02%
+400
161
$71K 0.02%
+2,600
162
$71K 0.02%
+1,563
163
$68K 0.02%
+230
164
$68K 0.02%
+3,373
165
$66K 0.02%
+385
166
$66K 0.02%
+230
167
$64K 0.02%
+750
168
$62K 0.02%
+959
169
$61K 0.02%
+630
170
$59K 0.01%
+631
171
$58K 0.01%
+1,100
172
$58K 0.01%
+720
173
$58K 0.01%
+2,014
174
$58K 0.01%
+400
175
$56K 0.01%
+225
5 6
7
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