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
$383M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$1.2M
3
+$1.13M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.06M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$529K

Top Sells

1
+$5.65M
2
+$506K
3
+$308K
4
AON icon
Aon
AON
+$196K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$171K

Sector Composition

1 Financials 5.94%
2 Technology 4.33%
3 Healthcare 4.03%
4 Industrials 2.65%
5 Consumer Staples 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$80K 0.02%
1,095
177
$76K 0.02%
1,005
178
$75K 0.02%
250
179
$73K 0.02%
385
+80
180
$73K 0.02%
400
181
$73K 0.02%
2,600
182
$72K 0.02%
2,498
183
$71K 0.02%
2,000
184
$71K 0.02%
773
+15
185
$70K 0.02%
290
+179
186
$69K 0.02%
676
+16
187
$69K 0.02%
+1,135
188
$68K 0.02%
1,000
189
$67K 0.02%
535
190
$67K 0.02%
270
191
$67K 0.02%
1,100
192
$66K 0.02%
+731
193
$65K 0.02%
2,970
-577
194
$65K 0.02%
2,000
195
$65K 0.02%
499
+33
196
$64K 0.02%
1,859
197
$63K 0.02%
732
198
$61K 0.02%
268
199
$60K 0.02%
780
200
$60K 0.02%
6,645
6 7
8
9 10