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
$394M
AUM Growth
-$94.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$418K
3
+$374K
4
MSFT icon
Microsoft
MSFT
+$373K
5
CSCO icon
Cisco
CSCO
+$282K

Top Sells

1
+$12.5M
2
+$2.34M
3
+$1.6M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.26M
5
CERN
Cerner Corp
CERN
+$1.12M

Sector Composition

1 Financials 5.42%
2 Technology 4.65%
3 Healthcare 4.41%
4 Consumer Staples 2.49%
5 Industrials 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$116K 0.03%
661
-1
152
$110K 0.03%
1,435
-4
153
$110K 0.03%
230
154
$109K 0.03%
1,001
155
$108K 0.03%
821
156
$106K 0.03%
1,325
157
$106K 0.03%
2,738
158
$105K 0.03%
1,150
+1,000
159
$105K 0.03%
604
160
$103K 0.03%
2,106
+200
161
$102K 0.03%
1,692
162
$101K 0.03%
2,519
163
$101K 0.03%
2,416
164
$99K 0.03%
1,850
165
$95K 0.02%
1,340
166
$93K 0.02%
1,325
167
$92K 0.02%
3,228
168
$91K 0.02%
297
169
$90K 0.02%
2,533
170
$90K 0.02%
765
171
$88K 0.02%
900
172
$87K 0.02%
535
173
$87K 0.02%
600
174
$86K 0.02%
822
175
$82K 0.02%
3,325
5 6
7
8 9