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
$476M
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$409K
3
+$371K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$323K
5
VB icon
Vanguard Small-Cap ETF
VB
+$263K

Top Sells

1
+$1.18M
2
+$502K
3
+$215K
4
UNP icon
Union Pacific
UNP
+$194K
5
MSFT icon
Microsoft
MSFT
+$186K

Sector Composition

1 Financials 5.45%
2 Technology 5.07%
3 Healthcare 3.82%
4 Consumer Staples 2.4%
5 Industrials 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$51.5K 0.01%
+1,000
227
$51.4K 0.01%
+400
228
$51.2K 0.01%
941
229
$51K 0.01%
1,000
230
$50.7K 0.01%
1,033
231
$49.9K 0.01%
800
232
$48.8K 0.01%
942
-2
233
$48.6K 0.01%
62
-15
234
$48.3K 0.01%
1,335
+200
235
$47.3K 0.01%
215
+10
236
$47.2K 0.01%
358
-81
237
$46.9K 0.01%
212
238
$46.6K 0.01%
115
+100
239
$46K 0.01%
+319
240
$45.4K 0.01%
219
+21
241
$45.2K 0.01%
1,331
+1
242
$44.6K 0.01%
+504
243
$44.5K 0.01%
91
244
$43.6K 0.01%
+1,271
245
$43.1K 0.01%
363
246
$43K 0.01%
602
247
$43K 0.01%
1,479
248
$42.6K 0.01%
931
249
$42.4K 0.01%
356
250
$42.3K 0.01%
500
8 9
10
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