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
$411M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$2.53M
3
+$556K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$478K
5
VB icon
Vanguard Small-Cap ETF
VB
+$286K

Top Sells

1
+$2.25M
2
+$2.09M
3
+$1.72M
4
ZBH icon
Zimmer Biomet
ZBH
+$510K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$504K

Sector Composition

1 Financials 5.91%
2 Healthcare 4.37%
3 Technology 4.35%
4 Consumer Staples 2.86%
5 Industrials 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$33.1K 0.01%
3,492
-187
252
$32.9K 0.01%
248
253
$32.8K 0.01%
99
254
$32.4K 0.01%
1,310
255
$31.9K 0.01%
201
256
$31.3K 0.01%
135
257
$31K 0.01%
500
258
$30.8K 0.01%
432
+3
259
$30.6K 0.01%
91
260
$30.5K 0.01%
450
261
$29.8K 0.01%
136
262
$29.6K 0.01%
175
263
$29.5K 0.01%
852
264
$29.3K 0.01%
2,237
265
$28.5K 0.01%
800
266
$28.4K 0.01%
80
267
$28K 0.01%
410
268
$27.4K 0.01%
196
+40
269
$27.2K 0.01%
695
270
$27.1K 0.01%
375
-32
271
$27K 0.01%
300
272
$26.8K 0.01%
108
-206
273
$26.7K 0.01%
176
274
$26.4K 0.01%
1,100
275
$26.3K 0.01%
597
9 10
11
12 13