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
$737M
AUM Growth
+$45.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
616
New
Increased
Reduced
Closed

Top Buys

1
+$4.09M
2
+$972K
3
+$669K
4
MCD icon
McDonald's
MCD
+$591K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$513K

Top Sells

1
+$985K
2
+$680K
3
+$447K
4
MSFT icon
Microsoft
MSFT
+$417K
5
ADC icon
Agree Realty
ADC
+$346K

Sector Composition

1 Financials 4.68%
2 Technology 4.24%
3 Healthcare 2.81%
4 Consumer Staples 1.82%
5 Consumer Discretionary 1.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$79.3K 0.01%
1,432
202
$79K 0.01%
2,802
-585
203
$78.2K 0.01%
752
-68
204
$77.9K 0.01%
814
205
$76.3K 0.01%
502
-364
206
$75.4K 0.01%
170
-500
207
$75.3K 0.01%
982
208
$75K 0.01%
158
209
$74.7K 0.01%
1,214
-425
210
$74.6K 0.01%
1,223
211
$74.2K 0.01%
588
212
$74K 0.01%
390
213
$73.9K 0.01%
947
+152
214
$73.2K 0.01%
300
215
$72.5K 0.01%
359
+170
216
$71.4K 0.01%
115
217
$70.8K 0.01%
800
218
$70.2K 0.01%
700
219
$69.5K 0.01%
+6,000
220
$69.1K 0.01%
1,559
221
$68.7K 0.01%
660
222
$66K 0.01%
988
223
$65.3K 0.01%
375
224
$64.5K 0.01%
1,126
+1,026
225
$64.1K 0.01%
+1,409
7 8
9
10 11