CFFP

Center for Financial Planning Portfolio holdings

AUM $961M
1-Year Est. Return 15.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$692M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$9.64M
2
+$6.55M
3
+$1.06M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.02M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$362K

Top Sells

1
+$2.87M
2
+$250K
3
+$209K
4
EGP icon
EastGroup Properties
EGP
+$174K
5
MMM icon
3M
MMM
+$156K

Sector Composition

1 Financials 4.64%
2 Technology 4.55%
3 Healthcare 2.95%
4 Consumer Staples 1.77%
5 Consumer Discretionary 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$43.9K 0.01%
200
252
$43.9K 0.01%
249
253
$43.8K 0.01%
1,265
254
$43.6K 0.01%
204
-64
255
$43.3K 0.01%
981
256
$42.9K 0.01%
545
257
$42.5K 0.01%
136
258
$42.2K 0.01%
600
259
$41.9K 0.01%
597
260
$41.9K 0.01%
540
261
$41.7K 0.01%
265
262
$41.2K 0.01%
1,224
263
$40.9K 0.01%
570
264
$39K 0.01%
404
265
$38.8K 0.01%
130
266
$38.8K 0.01%
60
267
$38.5K 0.01%
195
268
$38.2K 0.01%
1,335
269
$37.9K 0.01%
597
270
$37.3K 0.01%
850
271
$37.3K 0.01%
145
272
$37K 0.01%
185
273
$36.8K 0.01%
780
274
$36.7K 0.01%
1,714
275
$36.6K 0.01%
200
9 10
11
12 13