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
-$541K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$2.61M
3
+$2.56M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.84M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.38M

Top Sells

1
+$2.57M
2
+$1.05M
3
+$417K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$374K
5
INFO
IHS Markit Ltd. Common Shares
INFO
+$309K

Sector Composition

1 Financials 5.66%
2 Technology 4.31%
3 Healthcare 3.79%
4 Industrials 2.06%
5 Consumer Staples 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$136K 0.03%
1,213
152
$136K 0.03%
1,445
153
$136K 0.03%
1,879
-1,294
154
$132K 0.03%
230
155
$129K 0.03%
1,692
156
$127K 0.03%
2,292
-102
157
$126K 0.03%
821
158
$126K 0.03%
2,416
159
$122K 0.03%
822
160
$121K 0.02%
221
161
$120K 0.02%
1,850
162
$118K 0.02%
604
163
$117K 0.02%
2,519
164
$116K 0.02%
2,533
165
$113K 0.02%
1,325
166
$112K 0.02%
2,738
167
$112K 0.02%
529
+68
168
$110K 0.02%
1,504
169
$110K 0.02%
1,325
170
$105K 0.02%
900
171
$103K 0.02%
297
172
$103K 0.02%
1,906
+41
173
$103K 0.02%
1,626
+1,275
174
$103K 0.02%
1,340
175
$101K 0.02%
634
-38
5 6
7
8 9