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
$669M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1 +$41.1M
2 +$26.5M
3 +$3.2M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.08M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.34M

Top Sells

1 +$484K
2 +$206K
3 +$157K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$143K
5
HEI icon
HEICO Corp
HEI
+$125K

Sector Composition

1 Financials 4.96%
2 Technology 4.41%
3 Healthcare 3.16%
4 Consumer Staples 1.82%
5 Consumer Discretionary 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
276
$36.1K 0.01%
404
277
$36.1K 0.01%
597
278
$35.7K 0.01%
850
279
$35.4K 0.01%
+1,250
280
$35.3K 0.01%
1,029
281
$34.2K 0.01%
185
282
$33.9K 0.01%
217
283
$33.6K 0.01%
370
+54
284
$33K ﹤0.01%
1,694
-490
285
$32.7K ﹤0.01%
2,000
286
$32.2K ﹤0.01%
175
287
$31.8K ﹤0.01%
1,714
288
$31.3K ﹤0.01%
400
289
$30.5K ﹤0.01%
725
+200
290
$30.3K ﹤0.01%
500
291
$30K ﹤0.01%
610
+67
292
$29.7K ﹤0.01%
310
293
$29.5K ﹤0.01%
313
+163
294
$29.2K ﹤0.01%
3,345
+193
295
$28.8K ﹤0.01%
500
296
$28.2K ﹤0.01%
1,521
297
$27.6K ﹤0.01%
163
298
$27.3K ﹤0.01%
333
299
$26.8K ﹤0.01%
653
-98
300
$26.8K ﹤0.01%
825