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
$488M
AUM Growth
+$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$53.2M
2
+$3.06M
3
+$2.03M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$860K
5
SPGI icon
S&P Global
SPGI
+$689K

Top Sells

1
+$18M
2
+$506K
3
+$363K
4
BMY icon
Bristol-Myers Squibb
BMY
+$210K
5
CACC icon
Credit Acceptance
CACC
+$172K

Sector Composition

1 Financials 5.24%
2 Technology 4.69%
3 Healthcare 3.72%
4 Industrials 2.15%
5 Consumer Staples 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$137K 0.03%
1,445
152
$137K 0.03%
2,589
-762
153
$136K 0.03%
1,213
-252
154
$131K 0.03%
230
155
$129K 0.03%
3,228
+1,542
156
$126K 0.03%
604
+6
157
$125K 0.03%
1,850
158
$120K 0.02%
2,519
159
$118K 0.02%
821
160
$118K 0.02%
350
-93
161
$117K 0.02%
1,340
+635
162
$116K 0.02%
672
163
$116K 0.02%
1,325
164
$114K 0.02%
2,416
165
$114K 0.02%
900
166
$108K 0.02%
297
167
$107K 0.02%
600
168
$107K 0.02%
461
-1
169
$105K 0.02%
2,738
170
$104K 0.02%
1,325
171
$104K 0.02%
403
+130
172
$101K 0.02%
3,325
173
$97K 0.02%
533
+163
174
$96K 0.02%
926
-39
175
$96K 0.02%
462
+62
5 6
7
8 9