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
$488M
AUM Growth
+$77.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
578
New
Increased
Reduced
Closed

Top Buys

1
+$53.2M
2
+$3.06M
3
+$2.03M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$860K
5
SPGI icon
S&P Global
SPGI
+$689K

Top Sells

1
+$18M
2
+$506K
3
+$363K
4
BMY icon
Bristol-Myers Squibb
BMY
+$210K
5
CACC icon
Credit Acceptance
CACC
+$172K

Sector Composition

1 Financials 5.24%
2 Technology 4.69%
3 Healthcare 3.72%
4 Industrials 2.15%
5 Consumer Staples 2.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$70K 0.01%
2,000
202
$68K 0.01%
1,000
203
$68K 0.01%
1,800
204
$68K 0.01%
300
-500
205
$68K 0.01%
2,320
+40
206
$67K 0.01%
984
207
$67K 0.01%
187
+7
208
$65K 0.01%
2,970
209
$64K 0.01%
1,100
210
$64K 0.01%
1,093
211
$63K 0.01%
588
-143
212
$61K 0.01%
225
213
$59K 0.01%
375
214
$58K 0.01%
780
215
$58K 0.01%
941
216
$57K 0.01%
207
+7
217
$56K 0.01%
990
+417
218
$54K 0.01%
890
-205
219
$54K 0.01%
6,645
220
$52K 0.01%
91
221
$52K 0.01%
250
222
$52K 0.01%
603
-579
223
$52K 0.01%
448
-54
224
$52K 0.01%
212
225
$51K 0.01%
264
7 8
9
10 11