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
$463M
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.72M
3
+$589K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$529K
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$399K

Top Sells

1
+$608K
2
+$176K
3
+$134K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$99.5K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$88.8K

Sector Composition

1 Financials 5.66%
2 Technology 4.99%
3 Healthcare 3.81%
4 Consumer Staples 2.31%
5 Industrials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$43.6K 0.01%
1,631
227
$42.2K 0.01%
3,500
228
$41.6K 0.01%
212
229
$41.5K 0.01%
500
230
$40.9K 0.01%
1,590
-160
231
$40.6K 0.01%
200
-100
232
$40.5K 0.01%
363
233
$40.2K 0.01%
634
+534
234
$39.6K 0.01%
100
235
$39.5K 0.01%
356
236
$38.9K 0.01%
1,978
+1,179
237
$38.2K 0.01%
981
238
$37.9K 0.01%
2,074
239
$37.7K 0.01%
545
240
$37.3K 0.01%
400
241
$37.1K 0.01%
2,184
-10
242
$36.6K 0.01%
136
243
$36.6K 0.01%
198
-21
244
$36.1K 0.01%
1,335
245
$36.1K 0.01%
570
246
$35.8K 0.01%
162
247
$35.7K 0.01%
667
+487
248
$35.5K 0.01%
248
249
$35.2K 0.01%
1,152
-179
250
$34.5K 0.01%
294
8 9
10
11 12