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
$463M
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.72M
3
+$589K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$529K
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$399K

Top Sells

1
+$608K
2
+$176K
3
+$134K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$99.5K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$88.8K

Sector Composition

1 Financials 5.66%
2 Technology 4.99%
3 Healthcare 3.81%
4 Consumer Staples 2.31%
5 Industrials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$27.5K 0.01%
829
277
$26.8K 0.01%
333
-38
278
$26.7K 0.01%
176
279
$26.7K 0.01%
60
280
$26.2K 0.01%
189
281
$26.1K 0.01%
156
282
$26K 0.01%
543
-165
283
$25.9K 0.01%
2,500
284
$25.9K 0.01%
2,000
285
$25.8K 0.01%
442
286
$25.4K 0.01%
1,521
287
$25.4K 0.01%
108
288
$25.3K 0.01%
400
289
$23.8K 0.01%
426
290
$23.6K 0.01%
375
291
$23.6K 0.01%
+825
292
$23.2K 0.01%
310
293
$23K 0.01%
217
+207
294
$22.6K ﹤0.01%
90
+51
295
$22.5K ﹤0.01%
135
296
$21.8K ﹤0.01%
156
297
$21.5K ﹤0.01%
316
298
$21.4K ﹤0.01%
210
+110
299
$21.2K ﹤0.01%
308
300
$20.4K ﹤0.01%
670
10 11
12
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