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
$311M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$9.78M
2
+$848K
3
+$443K
4
VTV icon
Vanguard Value ETF
VTV
+$418K
5
VUG icon
Vanguard Growth ETF
VUG
+$341K

Top Sells

1
+$3.82M
2
+$682K
3
+$541K
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$378K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$327K

Sector Composition

1 Financials 5.78%
2 Technology 4.49%
3 Healthcare 4.43%
4 Consumer Staples 2.92%
5 Industrials 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$21K 0.01%
500
252
$21K 0.01%
826
253
$21K 0.01%
176
254
$21K 0.01%
600
255
$21K 0.01%
200
256
$20K 0.01%
250
257
$20K 0.01%
2,500
258
$20K 0.01%
197
259
$20K 0.01%
230
-115
260
$20K 0.01%
695
261
$20K 0.01%
288
+53
262
$20K 0.01%
176
263
$19K 0.01%
1,110
264
$19K 0.01%
+250
265
$19K 0.01%
250
266
$19K 0.01%
829
267
$19K 0.01%
724
-176
268
$18K 0.01%
310
269
$18K 0.01%
37
270
$18K 0.01%
1,360
271
$18K 0.01%
213
+105
272
$18K 0.01%
156
273
$18K 0.01%
183
274
$17K 0.01%
99
275
$17K 0.01%
557
-274
9 10
11
12 13