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
$383M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$1.2M
3
+$1.13M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.06M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$529K

Top Sells

1
+$5.65M
2
+$506K
3
+$308K
4
AON icon
Aon
AON
+$196K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$171K

Sector Composition

1 Financials 5.94%
2 Technology 4.33%
3 Healthcare 4.03%
4 Industrials 2.65%
5 Consumer Staples 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$116K 0.03%
863
-138
152
$115K 0.03%
800
153
$110K 0.03%
2,603
154
$108K 0.03%
221
155
$105K 0.03%
532
+55
156
$104K 0.03%
1,001
+1,000
157
$103K 0.03%
821
158
$101K 0.03%
523
159
$101K 0.03%
1,325
+375
160
$101K 0.03%
900
161
$100K 0.03%
1,561
+1
162
$98K 0.03%
297
163
$97K 0.03%
1,850
164
$96K 0.03%
269
+180
165
$95K 0.02%
1,355
-100
166
$94K 0.02%
1,375
167
$92K 0.02%
300
168
$90K 0.02%
672
169
$90K 0.02%
2,784
170
$89K 0.02%
1,676
+663
171
$89K 0.02%
2,738
172
$89K 0.02%
670
+205
173
$87K 0.02%
765
174
$85K 0.02%
1,182
175
$81K 0.02%
230
5 6
7
8 9