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
$353M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$198K
3
+$140K
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$100K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$82.6K

Top Sells

1
+$5.55M
2
+$1.18M
3
+$527K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$321K
5
VB icon
Vanguard Small-Cap ETF
VB
+$250K

Sector Composition

1 Financials 5.77%
2 Technology 4.33%
3 Healthcare 4.13%
4 Industrials 2.6%
5 Consumer Staples 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$70K 0.02%
2,498
177
$69K 0.02%
1,005
178
$69K 0.02%
3,547
179
$69K 0.02%
732
+632
180
$68K 0.02%
1,095
181
$68K 0.02%
2,000
182
$67K 0.02%
270
+45
183
$66K 0.02%
535
184
$66K 0.02%
1,182
185
$64K 0.02%
758
186
$63K 0.02%
+6,645
187
$63K 0.02%
232
188
$62K 0.02%
587
189
$60K 0.02%
400
190
$60K 0.02%
268
191
$58K 0.02%
918
+265
192
$57K 0.02%
1,859
193
$57K 0.02%
660
-90
194
$55K 0.02%
941
195
$54K 0.02%
305
196
$54K 0.02%
1,800
197
$52K 0.01%
1,013
198
$51K 0.01%
+375
199
$50K 0.01%
984
+200
200
$49K 0.01%
1,100
6 7
8
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