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
$411M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1 +$6.84M
2 +$2.53M
3 +$556K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$478K
5
VB icon
Vanguard Small-Cap ETF
VB
+$286K

Top Sells

1 +$2.25M
2 +$2.09M
3 +$1.72M
4
ZBH icon
Zimmer Biomet
ZBH
+$510K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$504K

Sector Composition

1 Financials 5.91%
2 Healthcare 4.37%
3 Technology 4.35%
4 Consumer Staples 2.86%
5 Industrials 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$25.8K 0.01%
543
-40
277
$25.4K 0.01%
1,521
278
$25.4K 0.01%
754
+5
279
$24.9K 0.01%
+811
280
$24.4K 0.01%
1,340
281
$24.3K 0.01%
364
282
$24.1K 0.01%
253
283
$24.1K 0.01%
705
284
$23.9K 0.01%
163
285
$23.4K 0.01%
310
286
$23.3K 0.01%
+400
287
$21.4K 0.01%
670
288
$20.6K 0.01%
53
289
$20.5K 0.01%
294
290
$19.8K ﹤0.01%
258
+161
291
$19.6K ﹤0.01%
500
292
$19.1K ﹤0.01%
1,134
293
$18.8K ﹤0.01%
320
294
$18.5K ﹤0.01%
500
295
$18.4K ﹤0.01%
189
-20
296
$18.1K ﹤0.01%
1,385
297
$17.9K ﹤0.01%
310
298
$17.7K ﹤0.01%
25
299
$17.5K ﹤0.01%
1,000
300
$17.3K ﹤0.01%
246