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
$286M
AUM Growth
-$9.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.29M
3
+$2.06M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$754K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$468K

Top Sells

1
+$55.7M
2
+$641K
3
+$629K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$623K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$612K

Sector Composition

1 Financials 5.76%
2 Healthcare 4.48%
3 Technology 4.47%
4 Consumer Staples 2.89%
5 Industrials 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$58K 0.02%
800
177
$58K 0.02%
257
+65
178
$56K 0.02%
1,459
-83
179
$54K 0.02%
400
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180
$54K 0.02%
687
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181
$53K 0.02%
482
182
$52K 0.02%
535
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183
$52K 0.02%
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184
$52K 0.02%
268
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185
$51K 0.02%
427
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186
$50K 0.02%
750
187
$49K 0.02%
225
188
$47K 0.02%
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189
$47K 0.02%
512
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190
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$46K 0.02%
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192
$46K 0.02%
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195
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196
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200
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197
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817
198
$43K 0.02%
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199
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200
$42K 0.01%
3,088
-285
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