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
$296M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$2.06M
3
+$866K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$823K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$704K

Top Sells

1
+$35.2M
2
+$3.98M
3
+$2.31M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.26M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.1M

Sector Composition

1 Financials 5.13%
2 Healthcare 4.03%
3 Technology 3.39%
4 Consumer Staples 2.77%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$21K 0.01%
721
252
$21K 0.01%
+409
253
$21K 0.01%
221
+115
254
$20K 0.01%
566
255
$20K 0.01%
552
+244
256
$20K 0.01%
1,004
257
$20K 0.01%
269
+266
258
$20K 0.01%
433
259
$19K 0.01%
120
260
$19K 0.01%
1,095
-948
261
$19K 0.01%
139
+120
262
$19K 0.01%
116
+92
263
$18K 0.01%
561
264
$18K 0.01%
+214
265
$18K 0.01%
273
+76
266
$18K 0.01%
1,212
267
$17K 0.01%
+181
268
$17K 0.01%
176
-660
269
$17K 0.01%
480
270
$17K 0.01%
2,560
271
$17K 0.01%
683
272
$17K 0.01%
192
273
$16K 0.01%
97
+94
274
$16K 0.01%
52
275
$16K 0.01%
+118
9 10
11
12 13