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CENTER FOR FINANCIAL PLANNING, INC.

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SOUTHFIED MI Investment Advisor
13F Summary

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Equal-WT
WhaleScore 2.0 ?

85

S&P 500
WhaleScore ?

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Equal-WT
WhaleScore 1.0 ?

Center FOR Financial Planning is based out of Southfied. Center FOR Financial Planning is a large advisory firm with 1322 clients and discretionary assets under management (AUM) of $1,289,317,552 (Form ADV from 2023-03-29). Their last reported 13F filing for Q4 2023 included $544,159,961 in managed 13F securities and a top 10 holdings concentration of 75.39%. Center FOR Financial Planning's largest holding is VANGUARD 500 INDEX FUND-ETF Shares with shares held of 450,106. Whalewisdom has at least 18 13F filings

2023-12-31

Top Buys (13F)

2023-12-31

Top Sells (13F)

2023-12-31

13F Holdings Summary

2023-12-31

13F Activity

Market Value $0.54b, Prior: $463m
New Purchases 19 stocks
Added To 74 stocks
Sold out of 13 stocks
Reduced holdings in 62 stocks
Top 10 Holdings % 75.39%
Turnover %[1] 6.11%
Turnover Alt %[2] 0.5%
Time Held Top 20 11.7 quarters
Time Held Top 10 13.6 quarters
Time Held All 12.36 quarters

[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.

[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.

2023-12-31

13F Sector Allocation Over Time

2023-12-31

Analysis

Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31

Portfolio Performance