CFFP

Center for Financial Planning Portfolio holdings

AUM $958M
1-Year Est. Return 15.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$296M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$2.69M
3
+$1.14M
4
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$1.02M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$895K

Top Sells

1
+$34.7M
2
+$5.44M
3
+$2.76M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.47M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.31M

Sector Composition

1 Financials 5.13%
2 Healthcare 4.03%
3 Technology 3.39%
4 Consumer Staples 2.77%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$36K 0.01%
+1,306
202
$36K 0.01%
218
203
$36K 0.01%
639
-320
204
$36K 0.01%
370
-781
205
$35K 0.01%
270
+157
206
$35K 0.01%
264
207
$35K 0.01%
289
+112
208
$35K 0.01%
1,197
+550
209
$34K 0.01%
1,256
210
$34K 0.01%
612
+42
211
$32K 0.01%
192
212
$31K 0.01%
687
213
$30K 0.01%
310
-156
214
$30K 0.01%
325
+29
215
$30K 0.01%
637
+223
216
$30K 0.01%
+950
217
$29K 0.01%
800
218
$29K 0.01%
1,700
+1,000
219
$29K 0.01%
266
+56
220
$29K 0.01%
189
+135
221
$29K 0.01%
2,778
222
$29K 0.01%
1,000
223
$29K 0.01%
1,361
+750
224
$29K 0.01%
91
225
$28K 0.01%
191
+130
7 8
9
10 11