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
$737M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$972K
3
+$669K
4
MCD icon
McDonald's
MCD
+$591K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$513K

Top Sells

1
+$985K
2
+$680K
3
+$447K
4
MSFT icon
Microsoft
MSFT
+$417K
5
ADC icon
Agree Realty
ADC
+$346K

Sector Composition

1 Financials 4.68%
2 Technology 4.24%
3 Healthcare 2.81%
4 Consumer Staples 1.82%
5 Consumer Discretionary 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$203K 0.03%
714
152
$197K 0.03%
3,320
+25
153
$195K 0.03%
375
154
$191K 0.03%
12,664
155
$180K 0.02%
4,340
-70
156
$172K 0.02%
406
-67
157
$167K 0.02%
5,740
+1
158
$162K 0.02%
1,408
159
$151K 0.02%
535
160
$148K 0.02%
300
161
$146K 0.02%
2,303
162
$144K 0.02%
1,910
163
$141K 0.02%
1,787
+144
164
$137K 0.02%
4,633
+3,298
165
$137K 0.02%
350
166
$136K 0.02%
618
167
$135K 0.02%
796
168
$129K 0.02%
1,930
169
$129K 0.02%
900
170
$128K 0.02%
968
171
$127K 0.02%
258
172
$124K 0.02%
1,249
+22
173
$124K 0.02%
822
-4
174
$123K 0.02%
736
-1
175
$123K 0.02%
1,100
5 6
7
8 9