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
$463M
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.72M
3
+$589K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$529K
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$399K

Top Sells

1
+$608K
2
+$176K
3
+$134K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$99.5K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$88.8K

Sector Composition

1 Financials 5.66%
2 Technology 4.99%
3 Healthcare 3.81%
4 Consumer Staples 2.31%
5 Industrials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$34.2K 0.01%
3,152
-154
252
$33.9K 0.01%
135
253
$32.9K 0.01%
780
254
$32.6K 0.01%
1,000
255
$32.2K 0.01%
919
+67
256
$32K 0.01%
352
257
$31.9K 0.01%
+2,000
258
$31.4K 0.01%
+1,029
259
$30.9K 0.01%
811
260
$30.2K 0.01%
675
-267
261
$30.1K 0.01%
185
262
$29.9K 0.01%
650
-650
263
$29.9K 0.01%
597
264
$29.7K 0.01%
288
265
$29.6K 0.01%
53
266
$29.6K 0.01%
195
267
$29.6K 0.01%
404
268
$29K 0.01%
580
269
$28.6K 0.01%
381
270
$28.4K 0.01%
500
271
$28.4K 0.01%
163
272
$28.3K 0.01%
99
273
$28.3K 0.01%
744
274
$27.8K 0.01%
175
275
$27.7K 0.01%
1,596
-300
9 10
11
12 13