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
$434M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1 +$1.51M
2 +$159K
3 +$125K
4
MDT icon
Medtronic
MDT
+$111K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$101K

Top Sells

1 +$1.05M
2 +$262K
3 +$206K
4
PG icon
Procter & Gamble
PG
+$203K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$161K

Sector Composition

1 Financials 5.51%
2 Technology 4.91%
3 Healthcare 4.07%
4 Consumer Staples 2.64%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$25.9K 0.01%
+316
277
$25.8K 0.01%
108
278
$25.3K 0.01%
99
279
$24.6K 0.01%
53
280
$23.7K 0.01%
60
-20
281
$23.7K 0.01%
185
282
$23.6K 0.01%
670
283
$23.2K 0.01%
189
284
$23.2K 0.01%
400
285
$22.7K 0.01%
705
286
$22.6K 0.01%
156
-40
287
$22.2K 0.01%
1,100
288
$22.1K 0.01%
258
289
$22.1K 0.01%
310
290
$21.9K 0.01%
324
291
$21.7K 0.01%
375
292
$21.4K ﹤0.01%
156
293
$20.8K ﹤0.01%
500
294
$19.3K ﹤0.01%
320
295
$18.9K ﹤0.01%
500
296
$18.7K ﹤0.01%
+300
297
$18.5K ﹤0.01%
100
298
$18.2K ﹤0.01%
1,134
299
$17.6K ﹤0.01%
300
300
$17.6K ﹤0.01%
246