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

Top Buys

1
+$4.74M
2
+$173K
3
+$131K
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$96.6K
5
LMBS icon
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
+$81.2K

Top Sells

1
+$5.03M
2
+$1.11M
3
+$487K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$320K
5
PM icon
Philip Morris
PM
+$227K

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
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155
$90K 0.03%
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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%
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162
$81K 0.02%
+1,575
163
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1,288
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164
$80K 0.02%
300
165
$78K 0.02%
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166
$76K 0.02%
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167
$76K 0.02%
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168
$76K 0.02%
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169
$76K 0.02%
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170
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171
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765
172
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250
173
$72K 0.02%
2,000
174
$71K 0.02%
950
-400
175
$71K 0.02%
465
+100
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7
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