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
$311M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$9.78M
2
+$848K
3
+$443K
4
VTV icon
Vanguard Value ETF
VTV
+$418K
5
VUG icon
Vanguard Growth ETF
VUG
+$341K

Top Sells

1
+$3.82M
2
+$682K
3
+$541K
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$378K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$327K

Sector Composition

1 Financials 5.78%
2 Technology 4.49%
3 Healthcare 4.43%
4 Consumer Staples 2.92%
5 Industrials 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$30K 0.01%
352
227
$30K 0.01%
683
228
$29K 0.01%
570
229
$29K 0.01%
2,074
-1,014
230
$29K 0.01%
61
231
$28K 0.01%
120
232
$28K 0.01%
849
+320
233
$27K 0.01%
184
234
$27K 0.01%
250
235
$27K 0.01%
234
236
$27K 0.01%
163
237
$27K 0.01%
800
238
$27K 0.01%
1,158
239
$26K 0.01%
561
240
$26K 0.01%
566
241
$26K 0.01%
351
242
$26K 0.01%
721
243
$26K 0.01%
177
244
$26K 0.01%
53
245
$26K 0.01%
+67
246
$25K 0.01%
2,054
+4
247
$24K 0.01%
433
248
$23K 0.01%
300
249
$22K 0.01%
111
250
$22K 0.01%
1,212
8 9
10
11 12