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
$749M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$3.76M
3
+$2.55M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.05M
5
VB icon
Vanguard Small-Cap ETF
VB
+$827K

Top Sells

1
+$781K
2
+$286K
3
+$244K
4
DVN icon
Devon Energy
DVN
+$220K
5
WPP icon
WPP
WPP
+$214K

Sector Composition

1 Financials 4.85%
2 Technology 4.47%
3 Healthcare 2.54%
4 Consumer Discretionary 1.75%
5 Consumer Staples 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$57.1K 0.01%
167
+3
252
$55.4K 0.01%
233
253
$55K 0.01%
249
254
$54.8K 0.01%
301
+7
255
$54.2K 0.01%
240
+36
256
$54K 0.01%
941
257
$53.8K 0.01%
1,542
258
$53.4K 0.01%
500
259
$53.3K 0.01%
270
+150
260
$53.1K 0.01%
1,500
261
$52.6K 0.01%
2,100
262
$51.7K 0.01%
990
+1
263
$51.1K 0.01%
136
264
$49.9K 0.01%
876
-16
265
$49.7K 0.01%
984
266
$49.7K 0.01%
363
267
$48.9K 0.01%
597
268
$48.8K 0.01%
1,272
269
$48.5K 0.01%
200
270
$48.2K 0.01%
296
-63
271
$48.1K 0.01%
300
272
$48.1K 0.01%
780
273
$48K 0.01%
+1,500
274
$47.6K 0.01%
1,265
275
$47.5K 0.01%
172
+29
9 10
11
12 13