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
$544M
AUM Growth
+$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$3.91M
3
+$3.79M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$2.87M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.49M

Top Sells

1
+$672K
2
+$354K
3
+$310K
4
KEYS icon
Keysight
KEYS
+$282K
5
PXD
Pioneer Natural Resource Co.
PXD
+$202K

Sector Composition

1 Financials 5.13%
2 Technology 4.9%
3 Healthcare 3.33%
4 Consumer Staples 2.05%
5 Industrials 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$46.4K 0.01%
631
-1,110
227
$46.2K 0.01%
500
228
$45.8K 0.01%
2,074
229
$45.4K 0.01%
1,265
230
$45.2K 0.01%
671
231
$44.7K 0.01%
+600
232
$44.7K 0.01%
667
233
$44.5K 0.01%
633
-1
234
$44.2K 0.01%
981
235
$43.6K 0.01%
567
-35
236
$43.3K 0.01%
294
237
$43.3K 0.01%
3,500
238
$43.2K 0.01%
363
239
$42.7K 0.01%
100
240
$42K 0.01%
1,395
-195
241
$41.7K 0.01%
1,093
-59
242
$41.5K 0.01%
198
243
$41.4K 0.01%
136
244
$41.2K 0.01%
545
245
$40.8K 0.01%
248
246
$40.8K 0.01%
570
247
$40.6K 0.01%
780
248
$40.4K 0.01%
2,184
249
$40.3K 0.01%
352
250
$40K 0.01%
650
8 9
10
11 12