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
$692M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$6.59M
3
+$1.05M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$358K

Top Sells

1
+$2.98M
2
+$247K
3
+$239K
4
EGP icon
EastGroup Properties
EGP
+$179K
5
MMM icon
3M
MMM
+$164K

Sector Composition

1 Financials 4.64%
2 Technology 4.55%
3 Healthcare 2.95%
4 Consumer Staples 1.77%
5 Consumer Discretionary 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$36.2K 0.01%
500
277
$34.7K 0.01%
90
278
$34.5K 0.01%
517
279
$34.2K ﹤0.01%
1,029
280
$33.9K ﹤0.01%
250
-102
281
$33.6K ﹤0.01%
943
-60
282
$33.2K ﹤0.01%
2,000
283
$33K ﹤0.01%
1,250
284
$32.5K ﹤0.01%
1,694
285
$31.4K ﹤0.01%
641
-375
286
$30.7K ﹤0.01%
3,817
287
$30.6K ﹤0.01%
580
-591
288
$29.9K ﹤0.01%
400
289
$29.8K ﹤0.01%
725
290
$29.7K ﹤0.01%
610
291
$29.3K ﹤0.01%
310
292
$29.2K ﹤0.01%
2,500
293
$28.8K ﹤0.01%
370
294
$28.7K ﹤0.01%
217
295
$28.5K ﹤0.01%
500
296
$28.3K ﹤0.01%
163
297
$27.9K ﹤0.01%
656
+3
298
$27.6K ﹤0.01%
600
299
$27.3K ﹤0.01%
825
300
$27.3K ﹤0.01%
1,521
10 11
12
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