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
$296M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$2.06M
3
+$866K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$823K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$704K

Top Sells

1
+$35.2M
2
+$3.98M
3
+$2.31M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.26M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.1M

Sector Composition

1 Financials 5.13%
2 Healthcare 4.03%
3 Technology 3.39%
4 Consumer Staples 2.77%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$28K 0.01%
191
+130
227
$27K 0.01%
226
+63
228
$26K 0.01%
1,082
+72
229
$26K 0.01%
1,102
+428
230
$26K 0.01%
345
231
$26K 0.01%
1,158
232
$25K 0.01%
140
+41
233
$24K 0.01%
2,346
+138
234
$24K 0.01%
651
-331
235
$24K 0.01%
+5,040
236
$24K 0.01%
+900
237
$23K 0.01%
289
+96
238
$23K 0.01%
365
+90
239
$23K 0.01%
343
+143
240
$23K 0.01%
352
241
$23K 0.01%
176
242
$22K 0.01%
774
+170
243
$22K 0.01%
760
+65
244
$22K 0.01%
201
-66
245
$22K 0.01%
248
246
$22K 0.01%
278
+78
247
$22K 0.01%
826
248
$22K 0.01%
1,067
+100
249
$22K 0.01%
300
-900
250
$21K 0.01%
300
8 9
10
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