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
$476M
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$409K
3
+$371K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$323K
5
VB icon
Vanguard Small-Cap ETF
VB
+$263K

Top Sells

1
+$1.18M
2
+$502K
3
+$215K
4
UNP icon
Union Pacific
UNP
+$194K
5
MSFT icon
Microsoft
MSFT
+$186K

Sector Composition

1 Financials 5.45%
2 Technology 5.07%
3 Healthcare 3.82%
4 Consumer Staples 2.4%
5 Industrials 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$41.6K 0.01%
981
252
$41.5K 0.01%
3,306
-258
253
$41.4K 0.01%
+450
254
$39.7K 0.01%
545
255
$39.6K 0.01%
352
256
$39.6K 0.01%
570
257
$39.3K 0.01%
100
-80
258
$39.2K 0.01%
2,074
259
$39.1K 0.01%
2,194
-344
260
$39K 0.01%
663
261
$38.5K 0.01%
2,000
262
$38.5K 0.01%
136
263
$37.6K 0.01%
294
264
$37.5K 0.01%
1,631
-145
265
$37.3K 0.01%
811
+803
266
$36.9K 0.01%
248
267
$36.6K 0.01%
780
268
$36.1K 0.01%
505
+55
269
$35K 0.01%
288
270
$34.9K 0.01%
162
-36
271
$34.7K 0.01%
811
272
$34.7K 0.01%
580
273
$34.6K 0.01%
708
+165
274
$33.2K 0.01%
135
275
$32.7K 0.01%
+371
9 10
11
12 13