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
$544M
AUM Growth
+$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$3.91M
3
+$3.79M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$2.87M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.49M

Top Sells

1
+$672K
2
+$354K
3
+$310K
4
KEYS icon
Keysight
KEYS
+$282K
5
PXD
Pioneer Natural Resource Co.
PXD
+$202K

Sector Composition

1 Financials 5.13%
2 Technology 4.9%
3 Healthcare 3.33%
4 Consumer Staples 2.05%
5 Industrials 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$39.8K 0.01%
156
252
$39.6K 0.01%
274
-82
253
$39.4K 0.01%
1,631
254
$38.6K 0.01%
1,335
255
$37.4K 0.01%
53
256
$36.9K 0.01%
142
-20
257
$35.9K 0.01%
3,152
258
$35.5K 0.01%
1,029
259
$35.1K 0.01%
145
+10
260
$34.4K 0.01%
60
261
$34.2K 0.01%
500
262
$33.7K 0.01%
90
263
$33.3K 0.01%
580
264
$33.2K 0.01%
850
-69
265
$33K 0.01%
195
266
$32.5K 0.01%
404
267
$32.5K 0.01%
2,000
268
$32.3K 0.01%
597
269
$32.2K 0.01%
163
270
$31.7K 0.01%
675
271
$31.5K 0.01%
175
272
$30.6K 0.01%
189
273
$30.2K 0.01%
751
+7
274
$29.6K 0.01%
99
275
$29.5K 0.01%
217
9 10
11
12 13