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
$311M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$9.78M
2
+$848K
3
+$443K
4
VTV icon
Vanguard Value ETF
VTV
+$418K
5
VUG icon
Vanguard Growth ETF
VUG
+$341K

Top Sells

1
+$3.82M
2
+$682K
3
+$541K
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$378K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$327K

Sector Composition

1 Financials 5.78%
2 Technology 4.49%
3 Healthcare 4.43%
4 Consumer Staples 2.92%
5 Industrials 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$17K 0.01%
657
+389
277
$16K 0.01%
96
+35
278
$16K 0.01%
525
-1,705
279
$16K 0.01%
300
280
$16K 0.01%
1,000
281
$16K 0.01%
168
282
$15K ﹤0.01%
52
283
$15K ﹤0.01%
63
284
$15K ﹤0.01%
202
285
$14K ﹤0.01%
25
+15
286
$14K ﹤0.01%
308
287
$14K ﹤0.01%
1,021
288
$14K ﹤0.01%
219
+90
289
$14K ﹤0.01%
410
290
$13K ﹤0.01%
1,000
291
$13K ﹤0.01%
695
292
$13K ﹤0.01%
500
293
$13K ﹤0.01%
54
294
$13K ﹤0.01%
332
295
$13K ﹤0.01%
428
296
$12K ﹤0.01%
1,000
297
$12K ﹤0.01%
2,000
298
$12K ﹤0.01%
+345
299
$11K ﹤0.01%
370
300
$11K ﹤0.01%
+1,000
10 11
12
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