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
$669M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$26.5M
3
+$3.2M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.08M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.34M

Top Sells

1
+$484K
2
+$206K
3
+$157K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$143K
5
HEI icon
HEICO Corp
HEI
+$125K

Sector Composition

1 Financials 4.96%
2 Technology 4.41%
3 Healthcare 3.16%
4 Consumer Staples 1.82%
5 Consumer Discretionary 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$55.1K 0.01%
1,432
227
$55K 0.01%
268
+70
228
$54.4K 0.01%
3,508
229
$53.5K 0.01%
375
230
$52.6K 0.01%
164
+8
231
$52.3K 0.01%
903
-83
232
$51.9K 0.01%
143
+44
233
$51.8K 0.01%
2,074
234
$51.2K 0.01%
205
235
$50.8K 0.01%
130
+80
236
$50.7K 0.01%
200
237
$50.6K 0.01%
187
+79
238
$50.6K 0.01%
755
+313
239
$50K 0.01%
650
240
$50K 0.01%
1,016
+341
241
$49.5K 0.01%
363
242
$49.4K 0.01%
3,817
+317
243
$49K 0.01%
500
244
$47.9K 0.01%
+700
245
$47.5K 0.01%
1,265
246
$47.1K 0.01%
1,093
247
$46.3K 0.01%
+200
248
$46.2K 0.01%
1,631
249
$45.9K 0.01%
91
250
$45.8K 0.01%
631
8 9
10
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