CFFP

Center for Financial Planning Portfolio holdings

AUM $936M
1-Year Est. Return 13.21%
This Quarter Est. Return
1 Year Est. Return
+13.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$783M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$2.37M
3
+$2.13M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.91M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.53M

Top Sells

1
+$2.32M
2
+$568K
3
+$422K
4
RJF icon
Raymond James Financial
RJF
+$358K
5
AAPL icon
Apple
AAPL
+$300K

Sector Composition

1 Financials 4.97%
2 Technology 3.55%
3 Healthcare 2.66%
4 Consumer Staples 1.62%
5 Consumer Discretionary 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$82.9K 0.01%
571
+275
227
$82.7K 0.01%
325
+130
228
$82.6K 0.01%
225
229
$82K 0.01%
145
230
$81.7K 0.01%
2,622
231
$81.4K 0.01%
+3,688
232
$81.4K 0.01%
+20,000
233
$79K 0.01%
660
234
$78.7K 0.01%
2,519
235
$77.7K 0.01%
1,057
236
$76.4K 0.01%
740
-9
237
$76.2K 0.01%
1,126
238
$75.6K 0.01%
982
239
$73.6K 0.01%
158
240
$73.4K 0.01%
390
241
$73K 0.01%
660
242
$72.6K 0.01%
2,598
-204
243
$72.4K 0.01%
1,001
244
$71.7K 0.01%
527
-310
245
$71.7K 0.01%
588
246
$71.7K 0.01%
1,468
+858
247
$71.6K 0.01%
800
248
$69.9K 0.01%
1,214
249
$69.3K 0.01%
754
-2,064
250
$69.2K 0.01%
697
8 9
10
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