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
$737M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$972K
3
+$669K
4
MCD icon
McDonald's
MCD
+$591K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$513K

Top Sells

1
+$985K
2
+$680K
3
+$447K
4
MSFT icon
Microsoft
MSFT
+$417K
5
ADC icon
Agree Realty
ADC
+$346K

Sector Composition

1 Financials 4.68%
2 Technology 4.24%
3 Healthcare 2.81%
4 Consumer Staples 1.82%
5 Consumer Discretionary 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$123K 0.02%
1,803
177
$117K 0.02%
2,100
178
$114K 0.02%
225
179
$113K 0.02%
600
180
$112K 0.02%
2,738
181
$112K 0.02%
221
182
$107K 0.01%
1,702
-164
183
$104K 0.01%
332
184
$104K 0.01%
1,295
-29
185
$103K 0.01%
350
186
$100K 0.01%
837
187
$99.5K 0.01%
650
188
$98.5K 0.01%
1,518
189
$97.1K 0.01%
623
+40
190
$95.3K 0.01%
1,070
+558
191
$89.7K 0.01%
1,140
192
$85.8K 0.01%
433
-310
193
$85.4K 0.01%
2,932
194
$84.7K 0.01%
1,001
195
$83.5K 0.01%
1,613
-95
196
$83.3K 0.01%
2,654
197
$82.6K 0.01%
2,498
198
$82.2K 0.01%
1,827
+1,681
199
$81.6K 0.01%
660
200
$80.3K 0.01%
1,469
+566
6 7
8
9 10