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
$692M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$6.59M
3
+$1.05M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$358K

Top Sells

1
+$2.98M
2
+$247K
3
+$239K
4
EGP icon
EastGroup Properties
EGP
+$179K
5
MMM icon
3M
MMM
+$164K

Sector Composition

1 Financials 4.64%
2 Technology 4.55%
3 Healthcare 2.95%
4 Consumer Staples 1.77%
5 Consumer Discretionary 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$53K 0.01%
989
-243
227
$52.3K 0.01%
671
228
$52.1K 0.01%
+233
229
$51.6K 0.01%
1,094
+1
230
$51K 0.01%
300
-1,050
231
$50.8K 0.01%
67
232
$49.8K 0.01%
294
233
$49.7K 0.01%
187
234
$48.9K 0.01%
205
235
$48.5K 0.01%
264
-78
236
$48.2K 0.01%
+281
237
$47.9K 0.01%
903
238
$47.3K 0.01%
143
239
$47.2K 0.01%
650
240
$46.8K 0.01%
1,631
241
$46.7K 0.01%
+2,100
242
$46.1K 0.01%
795
+40
243
$45.6K 0.01%
1,542
244
$45.5K 0.01%
631
245
$45.1K 0.01%
1,500
246
$44.7K 0.01%
363
247
$44.6K 0.01%
189
248
$44.5K 0.01%
1,436
-99
249
$44.1K 0.01%
323
-70
250
$44.1K 0.01%
500
8 9
10
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