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
$353M
AUM Growth
+$42.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
501
New
Increased
Reduced
Closed

Top Buys

1
+$5M
2
+$198K
3
+$140K
4
INFO
IHS Markit Ltd. Common Shares
INFO
+$100K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$82.6K

Top Sells

1
+$5.55M
2
+$1.18M
3
+$527K
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$321K
5
VB icon
Vanguard Small-Cap ETF
VB
+$250K

Sector Composition

1 Financials 5.77%
2 Technology 4.33%
3 Healthcare 4.13%
4 Industrials 2.6%
5 Consumer Staples 2.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$49K 0.01%
780
-400
202
$49K 0.01%
466
+178
203
$48K 0.01%
437
-45
204
$48K 0.01%
817
205
$47K 0.01%
+700
206
$47K 0.01%
200
207
$47K 0.01%
1,300
208
$46K 0.01%
91
209
$46K 0.01%
250
210
$46K 0.01%
652
211
$45K 0.01%
1,347
212
$45K 0.01%
+2,000
213
$44K 0.01%
273
214
$43K 0.01%
1,256
215
$43K 0.01%
1,158
216
$42K 0.01%
950
-250
217
$41K 0.01%
2,000
218
$41K 0.01%
248
219
$40K 0.01%
264
-70
220
$39K 0.01%
636
221
$39K 0.01%
2,054
222
$38K 0.01%
913
-154
223
$37K 0.01%
120
224
$37K 0.01%
639
225
$37K 0.01%
2,074
7 8
9
10 11