CFFP

Center for Financial Planning Portfolio holdings

AUM $936M
1-Year Est. Return 13.21%
This Quarter Est. Return
1 Year Est. Return
+13.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$783M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$2.37M
3
+$2.13M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.91M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.53M

Top Sells

1
+$2.32M
2
+$568K
3
+$422K
4
RJF icon
Raymond James Financial
RJF
+$358K
5
AAPL icon
Apple
AAPL
+$300K

Sector Composition

1 Financials 4.97%
2 Technology 3.55%
3 Healthcare 2.66%
4 Consumer Staples 1.62%
5 Consumer Discretionary 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$68.5K 0.01%
1,223
252
$67.2K 0.01%
300
253
$66.9K 0.01%
1,300
-1,367
254
$66.4K 0.01%
249
255
$65K 0.01%
623
256
$64.1K 0.01%
375
257
$63.2K 0.01%
1,418
258
$63K 0.01%
1,559
259
$62.6K 0.01%
2,100
260
$61.8K 0.01%
947
261
$61.2K 0.01%
355
-2,447
262
$58.3K 0.01%
1,265
263
$58K 0.01%
1,095
264
$57.8K 0.01%
164
-3
265
$57.1K 0.01%
941
266
$56.6K 0.01%
172
267
$55.1K 0.01%
876
268
$54.8K 0.01%
67
269
$52.8K 0.01%
300
270
$52.3K 0.01%
1,500
271
$51.7K 0.01%
1,500
272
$50.9K 0.01%
669
-20
273
$50.8K 0.01%
240
274
$50.6K 0.01%
1,448
275
$50.2K 0.01%
294
-7
9 10
11
12 13