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
$286M
AUM Growth
-$9.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
617
New
Increased
Reduced
Closed

Top Buys

1
+$3.28M
2
+$2.29M
3
+$2.06M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$754K
5
IWN icon
iShares Russell 2000 Value ETF
IWN
+$468K

Top Sells

1
+$55.7M
2
+$641K
3
+$629K
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$623K
5
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$612K

Sector Composition

1 Financials 5.76%
2 Healthcare 4.48%
3 Technology 4.47%
4 Consumer Staples 2.89%
5 Industrials 2.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$41K 0.01%
697
202
$41K 0.01%
1,347
203
$40K 0.01%
91
204
$40K 0.01%
1,100
205
$40K 0.01%
639
206
$40K 0.01%
200
207
$40K 0.01%
2,835
208
$37K 0.01%
653
209
$36K 0.01%
687
210
$36K 0.01%
1,256
211
$35K 0.01%
652
-558
212
$35K 0.01%
599
-357
213
$35K 0.01%
800
214
$34K 0.01%
264
215
$34K 0.01%
1,158
216
$33K 0.01%
200
-89
217
$33K 0.01%
611
-202
218
$32K 0.01%
250
-103
219
$31K 0.01%
784
220
$31K 0.01%
570
-42
221
$31K 0.01%
296
-29
222
$29K 0.01%
120
223
$29K 0.01%
210
-56
224
$29K 0.01%
5,040
225
$29K 0.01%
248
7 8
9
10 11