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
$488M
AUM Growth
+$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$53.2M
2
+$3.06M
3
+$2.03M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$860K
5
SPGI icon
S&P Global
SPGI
+$689K

Top Sells

1
+$18M
2
+$506K
3
+$363K
4
BMY icon
Bristol-Myers Squibb
BMY
+$210K
5
CACC icon
Credit Acceptance
CACC
+$172K

Sector Composition

1 Financials 5.24%
2 Technology 4.69%
3 Healthcare 3.72%
4 Industrials 2.15%
5 Consumer Staples 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$94K 0.02%
1,504
-3,364
177
$94K 0.02%
765
178
$94K 0.02%
261
+3
179
$94K 0.02%
822
+22
180
$92K 0.02%
540
+5
181
$91K 0.02%
523
182
$91K 0.02%
1,518
183
$89K 0.02%
1,865
184
$87K 0.02%
754
+25
185
$86K 0.02%
1,664
+1
186
$85K 0.02%
+1,000
187
$81K 0.02%
330
188
$79K 0.02%
1,607
+5
189
$78K 0.02%
199
190
$77K 0.02%
1,859
191
$75K 0.02%
117
+2
192
$75K 0.02%
2,498
193
$75K 0.02%
398
+108
194
$74K 0.02%
1,670
+30
195
$74K 0.02%
800
196
$73K 0.01%
660
197
$73K 0.01%
288
198
$73K 0.01%
2,600
199
$73K 0.01%
300
200
$71K 0.01%
268
6 7
8
9 10