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
-$541K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
585
New
Increased
Reduced
Closed

Top Buys

1
+$12.2M
2
+$2.61M
3
+$2.56M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$1.84M
5
VB icon
Vanguard Small-Cap ETF
VB
+$1.38M

Top Sells

1
+$2.57M
2
+$1.05M
3
+$417K
4
USMV icon
iShares MSCI USA Min Vol Factor ETF
USMV
+$374K
5
INFO
IHS Markit Ltd. Common Shares
INFO
+$309K

Sector Composition

1 Financials 5.66%
2 Technology 4.31%
3 Healthcare 3.79%
4 Industrials 2.06%
5 Consumer Staples 2.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$71K 0.01%
1,100
202
$71K 0.01%
2,498
203
$70K 0.01%
800
204
$69K 0.01%
2,604
+4
205
$68K 0.01%
225
206
$67K 0.01%
1,800
207
$67K 0.01%
187
208
$67K 0.01%
199
209
$63K 0.01%
990
210
$63K 0.01%
2,320
211
$62K 0.01%
243
-25
212
$61K 0.01%
300
213
$61K 0.01%
375
214
$60K 0.01%
588
215
$59K 0.01%
207
216
$58K 0.01%
2,000
217
$57K 0.01%
264
218
$57K 0.01%
3,508
219
$56K 0.01%
250
220
$56K 0.01%
117
221
$55K 0.01%
780
222
$55K 0.01%
973
-120
223
$55K 0.01%
300
224
$54K 0.01%
467
+69
225
$54K 0.01%
941
7 8
9
10 11