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
$399M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
472
New
Increased
Reduced
Closed

Top Buys

1 +$89.5M
2 +$56.7M
3 +$53.2M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$44.5M
5
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$36.9M

Top Sells

No sells this quarter

Sector Composition

1 Financials 5.71%
2 Healthcare 3.43%
3 Technology 2.69%
4 Consumer Staples 2.34%
5 Industrials 2.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$42K 0.01%
+620
202
$42K 0.01%
+2,043
203
$42K 0.01%
+218
204
$41K 0.01%
+481
205
$40K 0.01%
+450
206
$40K 0.01%
+2,778
207
$40K 0.01%
+1,003
208
$39K 0.01%
+264
209
$39K 0.01%
+192
210
$39K 0.01%
+200
211
$38K 0.01%
+1,010
212
$38K 0.01%
+1,300
213
$36K 0.01%
+784
214
$36K 0.01%
+210
215
$35K 0.01%
+604
216
$35K 0.01%
+647
217
$35K 0.01%
+967
218
$35K 0.01%
+433
219
$34K 0.01%
+687
220
$34K 0.01%
+1,000
221
$34K 0.01%
+296
222
$33K 0.01%
+300
223
$31K 0.01%
+175
224
$31K 0.01%
+248
225
$30K 0.01%
+91