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
$353M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$198K
3
+$140K
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$100K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$82.6K

Top Sells

1
+$5.55M
2
+$1.18M
3
+$527K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$321K
5
VB icon
Vanguard Small-Cap ETF
VB
+$250K

Sector Composition

1 Financials 5.77%
2 Technology 4.33%
3 Healthcare 4.13%
4 Industrials 2.6%
5 Consumer Staples 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$97K 0.03%
723
152
$94K 0.03%
1,455
153
$93K 0.03%
1,375
154
$91K 0.03%
297
+67
155
$90K 0.03%
1,850
156
$90K 0.03%
900
157
$89K 0.03%
672
158
$87K 0.02%
230
159
$87K 0.02%
2,738
160
$84K 0.02%
477
161
$82K 0.02%
4,528
162
$81K 0.02%
+1,575
163
$80K 0.02%
1,288
-140
164
$80K 0.02%
300
165
$78K 0.02%
1,560
+1
166
$76K 0.02%
1,000
167
$76K 0.02%
2,784
168
$76K 0.02%
+1,100
169
$76K 0.02%
2,600
170
$74K 0.02%
1,000
171
$74K 0.02%
765
172
$73K 0.02%
250
173
$72K 0.02%
2,000
174
$71K 0.02%
950
-400
175
$71K 0.02%
465
+100
5 6
7
8 9