CFFP

Center for Financial Planning Portfolio holdings

AUM $961M
1-Year Est. Return 15.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$872M
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$23.9M
3
+$2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.02M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$758K

Top Sells

1
+$34.4M
2
+$997K
3
+$305K
4
MRK icon
Merck
MRK
+$300K
5
LHX icon
L3Harris
LHX
+$201K

Sector Composition

1 Financials 4.47%
2 Technology 3.87%
3 Healthcare 2.3%
4 Consumer Discretionary 1.53%
5 Industrials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$169K 0.02%
300
177
$164K 0.02%
+3,266
178
$162K 0.02%
1,370
179
$157K 0.02%
356
-50
180
$156K 0.02%
2,308
181
$153K 0.02%
834
+263
182
$150K 0.02%
4,633
183
$146K 0.02%
375
184
$145K 0.02%
1,318
185
$143K 0.02%
1,490
186
$140K 0.02%
567
-59
187
$140K 0.02%
274
+110
188
$138K 0.02%
1,690
+993
189
$136K 0.02%
350
190
$135K 0.02%
370
191
$133K 0.02%
4,569
192
$132K 0.02%
3,222
+2,168
193
$131K 0.02%
820
194
$130K 0.01%
700
195
$129K 0.01%
900
196
$126K 0.01%
2,303
197
$126K 0.01%
326
198
$122K 0.01%
1,645
+698
199
$122K 0.01%
2,738
200
$121K 0.01%
736
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8
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