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
$434M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$159K
3
+$125K
4
MDT icon
Medtronic
MDT
+$111K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$101K

Top Sells

1
+$1.05M
2
+$262K
3
+$206K
4
PG icon
Procter & Gamble
PG
+$203K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$161K

Sector Composition

1 Financials 5.51%
2 Technology 4.91%
3 Healthcare 4.07%
4 Consumer Staples 2.64%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$36.7K 0.01%
580
252
$35.1K 0.01%
91
253
$34.8K 0.01%
248
254
$34.3K 0.01%
136
255
$33.5K 0.01%
533
256
$32.6K 0.01%
429
-3
257
$32.3K 0.01%
811
258
$31.8K 0.01%
852
259
$31.7K 0.01%
500
260
$31.7K 0.01%
2,500
261
$31.6K 0.01%
201
262
$31.6K 0.01%
800
263
$31.3K 0.01%
821
+126
264
$31.2K 0.01%
450
265
$30.5K 0.01%
135
266
$30.2K 0.01%
1,896
-589
267
$29.5K 0.01%
175
268
$29.4K 0.01%
294
269
$29.3K 0.01%
742
-875
270
$29.1K 0.01%
1,340
271
$28.3K 0.01%
597
272
$27.1K 0.01%
163
273
$27.1K 0.01%
1,521
274
$26.8K 0.01%
176
275
$26.6K 0.01%
543
9 10
11
12 13