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
$749M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$3.76M
3
+$2.55M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.05M
5
VB icon
Vanguard Small-Cap ETF
VB
+$827K

Top Sells

1
+$781K
2
+$286K
3
+$244K
4
DVN icon
Devon Energy
DVN
+$220K
5
WPP icon
WPP
WPP
+$214K

Sector Composition

1 Financials 4.85%
2 Technology 4.47%
3 Healthcare 2.54%
4 Consumer Discretionary 1.75%
5 Consumer Staples 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$74.8K 0.01%
158
227
$74.5K 0.01%
982
228
$74K 0.01%
1,223
229
$72.3K 0.01%
291
-41
230
$72.2K 0.01%
390
231
$71.2K 0.01%
1,095
232
$70K 0.01%
697
233
$69.6K 0.01%
1,214
234
$69.4K 0.01%
749
-3
235
$69.3K 0.01%
1,057
+386
236
$68.9K 0.01%
1,126
237
$68.6K 0.01%
300
238
$66K 0.01%
+136
239
$64.7K 0.01%
1,441
-261
240
$63.3K 0.01%
67
241
$62.9K 0.01%
248
+61
242
$62K 0.01%
1,559
243
$61.9K 0.01%
1,418
+9
244
$61.3K 0.01%
375
245
$60.3K 0.01%
922
+622
246
$60K 0.01%
205
247
$58.9K 0.01%
660
248
$58.6K 0.01%
+195
249
$58.1K 0.01%
1,448
-21
250
$57.5K 0.01%
2,000
8 9
10
11 12