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
$399M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1
+$89.5M
2
+$56.7M
3
+$53.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$44.5M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$36.9M

Top Sells

No sells this quarter

Sector Composition

1 Financials 5.71%
2 Healthcare 3.43%
3 Technology 2.69%
4 Consumer Staples 2.34%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$55K 0.01%
+256
177
$55K 0.01%
+427
178
$54K 0.01%
+982
179
$54K 0.01%
+1,158
180
$53K 0.01%
+1,670
181
$52K 0.01%
+482
182
$51K 0.01%
+535
183
$50K 0.01%
+800
184
$49K 0.01%
+1,256
185
$49K 0.01%
+642
186
$48K 0.01%
+403
187
$46K 0.01%
+1,347
188
$46K 0.01%
+176
189
$45K 0.01%
+788
190
$45K 0.01%
+500
191
$45K 0.01%
+817
192
$44K 0.01%
+697
193
$44K 0.01%
+813
194
$43K 0.01%
+1,800
195
$43K 0.01%
+570
196
$43K 0.01%
+930
197
$43K 0.01%
+599
198
$43K 0.01%
+2,835
199
$42K 0.01%
+200
200
$42K 0.01%
+660
6 7
8
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