CFFP
Center for Financial Planning Portfolio holdings
AUM
$872M
1-Year Return
13.41%
This Quarter Return
+18.44%
1 Year Return
+13.41%
3 Year Return
+54.48%
5 Year Return
+93.13%
10 Year Return
–
AUM
$286M
AUM Growth
-$9.4M
(-3.2%)
Cap. Flow
-$53.2M
Cap. Flow
% of AUM
-18.57%
Top 10 Holdings %
Top 10 Hldgs %
70.96%
Holding
617
New
26
Increased
55
Reduced
163
Closed
153
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$3.28M |
| 2 |
Vanguard Small-Cap ETF
VB
|
$2.29M |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$2.06M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$754K |
| 5 |
iShares Russell 2000 Value ETF
IWN
|
$468K |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$55.7M |
| 2 |
CVS Health
CVS
|
$641K |
| 3 |
Credit Acceptance
CACC
|
$629K |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$623K |
| 5 |
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% |
