CFFP

Center for Financial Planning Portfolio holdings

AUM $961M
1-Year Est. Return 15.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$872M
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$23.9M
3
+$2M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.02M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$758K

Top Sells

1
+$34.4M
2
+$997K
3
+$305K
4
MRK icon
Merck
MRK
+$300K
5
LHX icon
L3Harris
LHX
+$201K

Sector Composition

1 Financials 4.47%
2 Technology 3.87%
3 Healthcare 2.3%
4 Consumer Discretionary 1.53%
5 Industrials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$120K 0.01%
5,890
202
$120K 0.01%
1,333
+516
203
$119K 0.01%
793
204
$119K 0.01%
221
205
$115K 0.01%
527
206
$115K 0.01%
1,086
207
$113K 0.01%
840
208
$113K 0.01%
332
209
$111K 0.01%
1,632
+817
210
$110K 0.01%
968
211
$107K 0.01%
225
212
$106K 0.01%
822
213
$105K 0.01%
412
-33
214
$105K 0.01%
205
-11
215
$105K 0.01%
1,648
-155
216
$105K 0.01%
440
+42
217
$102K 0.01%
+2,571
218
$100K 0.01%
325
219
$99.3K 0.01%
773
-40
220
$99.2K 0.01%
350
221
$97.7K 0.01%
516
+295
222
$96.7K 0.01%
1,518
223
$95.7K 0.01%
640
224
$94.4K 0.01%
1,290
-60
225
$93.9K 0.01%
2,166
+1,600
7 8
9
10 11