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
$669M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$26.5M
3
+$3.2M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.08M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.34M

Top Sells

1
+$484K
2
+$206K
3
+$157K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$143K
5
HEI icon
HEICO Corp
HEI
+$125K

Sector Composition

1 Financials 4.96%
2 Technology 4.41%
3 Healthcare 3.16%
4 Consumer Staples 1.82%
5 Consumer Discretionary 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$45.5K 0.01%
352
252
$45.5K 0.01%
671
253
$45.4K 0.01%
1,542
254
$44.2K 0.01%
597
+222
255
$43.6K 0.01%
545
256
$43.4K 0.01%
600
257
$43.3K 0.01%
60
258
$43.2K 0.01%
136
259
$43K 0.01%
981
260
$43K 0.01%
1,160
-320
261
$42.2K 0.01%
+1,500
262
$41.8K 0.01%
294
263
$40.8K 0.01%
517
-150
264
$40.6K 0.01%
249
+93
265
$40.4K 0.01%
53
266
$40.3K 0.01%
570
267
$39.7K 0.01%
90
268
$39.4K 0.01%
145
269
$39.3K 0.01%
512
-55
270
$39K 0.01%
189
271
$39K 0.01%
1,335
272
$38.7K 0.01%
540
-800
273
$37.5K 0.01%
780
274
$36.4K 0.01%
195
275
$36.3K 0.01%
1,003
+308
9 10
11
12 13