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
$383M
AUM Growth
+$30.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
547
New
Increased
Reduced
Closed

Top Buys

1
+$3.94M
2
+$1.2M
3
+$1.13M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.06M
5
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$529K

Top Sells

1
+$5.65M
2
+$506K
3
+$308K
4
AON icon
Aon
AON
+$196K
5
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$171K

Sector Composition

1 Financials 5.94%
2 Technology 4.33%
3 Healthcare 4.03%
4 Industrials 2.65%
5 Consumer Staples 2.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$58K 0.02%
1,800
202
$58K 0.02%
250
203
$57K 0.01%
941
204
$56K 0.01%
984
205
$56K 0.01%
1,100
206
$55K 0.01%
242
+42
207
$53K 0.01%
375
208
$52K 0.01%
913
209
$52K 0.01%
273
210
$51K 0.01%
1,000
-575
211
$48K 0.01%
2,528
-2,000
212
$48K 0.01%
210
213
$47K 0.01%
602
-50
214
$47K 0.01%
700
215
$45K 0.01%
+625
216
$45K 0.01%
2,074
217
$45K 0.01%
817
218
$44K 0.01%
1,140
219
$44K 0.01%
+585
220
$44K 0.01%
2,054
221
$44K 0.01%
+115
222
$44K 0.01%
250
223
$44K 0.01%
248
224
$43K 0.01%
91
225
$43K 0.01%
1,000
7 8
9
10 11