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
$296M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$2.06M
3
+$866K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$823K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$704K

Top Sells

1
+$35.2M
2
+$3.98M
3
+$2.31M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.26M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.1M

Sector Composition

1 Financials 5.13%
2 Healthcare 4.03%
3 Technology 3.39%
4 Consumer Staples 2.77%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$16K 0.01%
+189
277
$16K 0.01%
1,136
+115
278
$15K 0.01%
500
279
$15K 0.01%
157
+109
280
$15K 0.01%
310
281
$15K 0.01%
53
282
$15K 0.01%
300
283
$15K 0.01%
+273
284
$15K 0.01%
+168
285
$15K 0.01%
+311
286
$14K ﹤0.01%
+173
287
$14K ﹤0.01%
192
288
$14K ﹤0.01%
225
-4,484
289
$14K ﹤0.01%
164
+64
290
$14K ﹤0.01%
+161
291
$14K ﹤0.01%
1,003
292
$14K ﹤0.01%
59
293
$14K ﹤0.01%
332
294
$13K ﹤0.01%
+284
295
$13K ﹤0.01%
+351
296
$13K ﹤0.01%
+238
297
$13K ﹤0.01%
156
298
$13K ﹤0.01%
+362
299
$13K ﹤0.01%
+1,072
300
$12K ﹤0.01%
+256
10 11
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