CFFP
Center for Financial Planning Portfolio holdings
AUM
$872M
1-Year Return
13.41%
This Quarter Return
-17.78%
1 Year Return
+13.41%
3 Year Return
+54.48%
5 Year Return
+93.13%
10 Year Return
–
AUM
$296M
AUM Growth
-$103M
(-26%)
Cap. Flow
-$32.1M
Cap. Flow
% of AUM
-10.87%
Top 10 Holdings %
Top 10 Hldgs %
74.08%
Holding
621
New
149
Increased
144
Reduced
80
Closed
30
Top Buys
| 1 |
Vanguard Total International Stock ETF
VXUS
|
$4.13M |
| 2 |
Vanguard Small-Cap ETF
VB
|
$2.06M |
| 3 |
SPDR S&P 500 ETF Trust
SPY
|
$866K |
| 4 |
iShares S&P Small-Cap 600 Value ETF
IJS
|
$823K |
| 5 |
Vanguard Small-Cap Growth ETF
VBK
|
$704K |
Top Sells
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
$35.2M |
| 2 |
Vanguard Small-Cap Value ETF
VBR
|
$3.98M |
| 3 |
iShares Core MSCI EAFE ETF
IEFA
|
$2.31M |
| 4 |
Berkshire Hathaway Class B
BRK.B
|
$1.26M |
| 5 |
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% |
