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
$286M
AUM Growth
-$9.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.29M
3
+$2.06M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$754K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$468K

Top Sells

1
+$55.7M
2
+$641K
3
+$629K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$623K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$612K

Sector Composition

1 Financials 5.76%
2 Healthcare 4.48%
3 Technology 4.47%
4 Consumer Staples 2.89%
5 Industrials 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$82K 0.03%
821
152
$81K 0.03%
723
-39
153
$80K 0.03%
1,455
154
$80K 0.03%
+1,850
155
$78K 0.03%
285
156
$78K 0.03%
+1,375
157
$76K 0.03%
2,230
-42
158
$76K 0.03%
2,600
-94
159
$75K 0.03%
1,884
-5,287
160
$73K 0.03%
+2,000
161
$73K 0.03%
221
-40
162
$72K 0.03%
1,859
163
$72K 0.03%
672
+42
164
$72K 0.03%
1,927
-113
165
$70K 0.02%
230
-36
166
$67K 0.02%
1,180
167
$67K 0.02%
4,528
-1,016
168
$65K 0.02%
2,498
169
$64K 0.02%
3,547
170
$63K 0.02%
2,784
171
$62K 0.02%
765
172
$61K 0.02%
+2,753
173
$60K 0.02%
1,033
-213
174
$60K 0.02%
400
175
$59K 0.02%
230
5 6
7
8 9