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
-$541K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$2.61M
3
+$2.56M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.84M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.38M

Top Sells

1
+$2.57M
2
+$1.05M
3
+$417K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$374K
5
INFO
IHS Markit Ltd. Common Shares
INFO
+$309K

Sector Composition

1 Financials 5.66%
2 Technology 4.31%
3 Healthcare 3.79%
4 Industrials 2.06%
5 Consumer Staples 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$100K 0.02%
+1,001
177
$99K 0.02%
3,228
178
$98K 0.02%
765
179
$93K 0.02%
535
-5
180
$92K 0.02%
412
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181
$92K 0.02%
3,325
182
$90K 0.02%
600
183
$89K 0.02%
984
184
$88K 0.02%
866
-60
185
$85K 0.02%
1,518
186
$85K 0.02%
1,859
187
$81K 0.02%
1,970
+300
188
$81K 0.02%
403
189
$81K 0.02%
533
190
$80K 0.02%
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191
$80K 0.02%
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192
$79K 0.02%
261
193
$78K 0.02%
1,565
-99
194
$77K 0.02%
2,970
195
$76K 0.02%
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196
$75K 0.02%
330
197
$73K 0.02%
917
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198
$73K 0.02%
523
199
$72K 0.01%
1,000
200
$72K 0.01%
660
6 7
8
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