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
$394M
AUM Growth
-$94.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$418K
3
+$374K
4
MSFT icon
Microsoft
MSFT
+$373K
5
CSCO icon
Cisco
CSCO
+$282K

Top Sells

1
+$12.5M
2
+$2.34M
3
+$1.6M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.26M
5
CERN
Cerner Corp
CERN
+$1.12M

Sector Composition

1 Financials 5.42%
2 Technology 4.65%
3 Healthcare 4.41%
4 Consumer Staples 2.49%
5 Industrials 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$80K 0.02%
170
-1,500
177
$80K 0.02%
866
178
$79K 0.02%
634
179
$78K 0.02%
221
180
$76K 0.02%
984
181
$74K 0.02%
523
182
$74K 0.02%
314
+71
183
$73K 0.02%
1,518
184
$73K 0.02%
1,824
+1,479
185
$72K 0.02%
2,970
186
$72K 0.02%
448
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187
$71K 0.02%
1,859
188
$71K 0.02%
1,801
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189
$70K 0.02%
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190
$69K 0.02%
330
191
$69K 0.02%
917
192
$69K 0.02%
4,520
+2,200
193
$68K 0.02%
2,498
194
$68K 0.02%
533
195
$67K 0.02%
207
196
$66K 0.02%
2,106
197
$65K 0.02%
1,727
+162
198
$65K 0.02%
458
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199
$65K 0.02%
1,357
-2,602
200
$63K 0.02%
225
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8
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