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
$411M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$2.53M
3
+$556K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$478K
5
VB icon
Vanguard Small-Cap ETF
VB
+$286K

Top Sells

1
+$2.25M
2
+$2.09M
3
+$1.72M
4
ZBH icon
Zimmer Biomet
ZBH
+$510K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$504K

Sector Composition

1 Financials 5.91%
2 Healthcare 4.37%
3 Technology 4.35%
4 Consumer Staples 2.86%
5 Industrials 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$46.2K 0.01%
3,500
227
$45.5K 0.01%
1,386
+948
228
$44.8K 0.01%
115
229
$44.4K 0.01%
300
230
$42.5K 0.01%
500
231
$42.3K 0.01%
931
232
$42.3K 0.01%
1,210
233
$42K 0.01%
663
234
$41.3K 0.01%
602
235
$40.9K 0.01%
2,538
236
$40.3K 0.01%
981
237
$40.2K 0.01%
800
238
$39.7K 0.01%
2,485
239
$39.1K 0.01%
2,500
240
$38.9K 0.01%
352
241
$38.9K 0.01%
1,470
-1,634
242
$38.2K 0.01%
1,135
243
$37.3K 0.01%
+2,000
244
$37K 0.01%
2,074
245
$36.8K 0.01%
580
246
$36.3K 0.01%
570
247
$35.8K 0.01%
545
248
$35.6K 0.01%
533
249
$35.5K 0.01%
212
250
$35.1K 0.01%
1,000
8 9
10
11 12