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
$434M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$159K
3
+$125K
4
MDT icon
Medtronic
MDT
+$111K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$101K

Top Sells

1
+$1.05M
2
+$262K
3
+$206K
4
PG icon
Procter & Gamble
PG
+$203K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$161K

Sector Composition

1 Financials 5.51%
2 Technology 4.91%
3 Healthcare 4.07%
4 Consumer Staples 2.64%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$45.1K 0.01%
1,479
227
$45K 0.01%
510
+100
228
$44.2K 0.01%
288
229
$44.2K 0.01%
212
230
$44.2K 0.01%
2,538
231
$44.1K 0.01%
363
232
$43.5K 0.01%
931
233
$43.4K 0.01%
800
234
$43.2K 0.01%
602
235
$42.6K 0.01%
1,776
236
$42.2K 0.01%
500
237
$41.5K 0.01%
981
238
$41.2K 0.01%
1,300
-10
239
$40.9K 0.01%
780
240
$40.7K 0.01%
663
241
$40.2K 0.01%
570
242
$39.2K 0.01%
545
243
$38.7K 0.01%
1,330
-56
244
$38.1K 0.01%
1,000
245
$38.1K 0.01%
2,074
246
$37.8K 0.01%
198
-400
247
$37.5K 0.01%
2,000
248
$36.9K 0.01%
1,135
249
$36.9K 0.01%
+587
250
$36.9K 0.01%
352
8 9
10
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