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
$476M
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1 +$16.3M
2 +$409K
3 +$371K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$323K
5
VB icon
Vanguard Small-Cap ETF
VB
+$263K

Top Sells

1 +$1.18M
2 +$502K
3 +$215K
4
UNP icon
Union Pacific
UNP
+$194K
5
MSFT icon
Microsoft
MSFT
+$186K

Sector Composition

1 Financials 5.45%
2 Technology 5.07%
3 Healthcare 3.82%
4 Consumer Staples 2.4%
5 Industrials 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$32.5K 0.01%
+1,593
277
$31.9K 0.01%
1,896
278
$31K 0.01%
852
279
$30.8K 0.01%
829
+8
280
$30.7K 0.01%
+404
281
$30.5K 0.01%
+195
282
$30.1K 0.01%
597
283
$30.1K 0.01%
+600
284
$29.8K 0.01%
500
285
$29.8K 0.01%
53
286
$29.7K 0.01%
201
287
$29.6K 0.01%
1,340
288
$29.5K 0.01%
442
+13
289
$29.4K 0.01%
744
+2
290
$28.9K 0.01%
185
291
$28.1K 0.01%
163
292
$27.9K 0.01%
2,500
293
$27.8K 0.01%
99
294
$27.8K 0.01%
176
295
$27.5K 0.01%
1,521
296
$27.3K 0.01%
189
297
$27.3K 0.01%
381
+57
298
$27K 0.01%
426
-107
299
$26.7K 0.01%
60
300
$26.4K 0.01%
108