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
$394M
AUM Growth
-$94.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
576
New
Increased
Reduced
Closed

Top Buys

1
+$1M
2
+$418K
3
+$374K
4
MSFT icon
Microsoft
MSFT
+$373K
5
CSCO icon
Cisco
CSCO
+$282K

Top Sells

1
+$12.5M
2
+$2.34M
3
+$1.6M
4
QUAL icon
iShares MSCI USA Quality Factor ETF
QUAL
+$1.26M
5
CERN
Cerner Corp
CERN
+$1.12M

Sector Composition

1 Financials 5.42%
2 Technology 4.65%
3 Healthcare 4.41%
4 Consumer Staples 2.49%
5 Industrials 2.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$63K 0.02%
1,283
-1,009
202
$62K 0.02%
660
203
$61K 0.02%
1,100
204
$61K 0.02%
1,960
-10
205
$60K 0.02%
300
206
$59K 0.02%
187
207
$57K 0.01%
264
208
$57K 0.01%
375
209
$56K 0.01%
2,000
210
$56K 0.01%
277
+16
211
$56K 0.01%
+1,223
212
$55K 0.01%
3,508
213
$54K 0.01%
199
214
$52K 0.01%
1,800
215
$51K 0.01%
1,000
216
$51K 0.01%
990
217
$50K 0.01%
363
218
$49K 0.01%
780
219
$49K 0.01%
588
220
$49K 0.01%
126
+9
221
$49K 0.01%
800
222
$48K 0.01%
+981
223
$47K 0.01%
941
224
$46K 0.01%
300
225
$46K 0.01%
653
7 8
9
10 11