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
$749M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$3.76M
3
+$2.55M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.05M
5
VB icon
Vanguard Small-Cap ETF
VB
+$827K

Top Sells

1
+$781K
2
+$286K
3
+$244K
4
DVN icon
Devon Energy
DVN
+$220K
5
WPP icon
WPP
WPP
+$214K

Sector Composition

1 Financials 4.85%
2 Technology 4.47%
3 Healthcare 2.54%
4 Consumer Discretionary 1.75%
5 Consumer Staples 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$47.4K 0.01%
500
277
$46.4K 0.01%
981
278
$45.5K 0.01%
689
279
$45.5K 0.01%
570
280
$45.4K 0.01%
458
+415
281
$45.4K 0.01%
631
282
$44.5K 0.01%
1,714
283
$43.6K 0.01%
809
284
$42.3K 0.01%
60
285
$42.1K 0.01%
850
286
$41.5K 0.01%
545
287
$41.5K 0.01%
195
288
$41.4K 0.01%
185
289
$41.1K 0.01%
988
290
$40.7K 0.01%
404
291
$40K 0.01%
597
292
$40K 0.01%
943
293
$39.8K 0.01%
345
+111
294
$39.5K 0.01%
1,250
295
$38.1K 0.01%
1,029
296
$37.5K 0.01%
517
297
$36.9K ﹤0.01%
763
+38
298
$36.3K ﹤0.01%
1,110
-6,730
299
$34.7K ﹤0.01%
5,310
300
$34.5K ﹤0.01%
1,070
+720
10 11
12
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