CFFP

Center for Financial Planning Portfolio holdings

AUM $936M
1-Year Est. Return 13.21%
This Quarter Est. Return
1 Year Est. Return
+13.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$783M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$2.37M
3
+$2.13M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.91M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.53M

Top Sells

1
+$2.32M
2
+$568K
3
+$422K
4
RJF icon
Raymond James Financial
RJF
+$358K
5
AAPL icon
Apple
AAPL
+$300K

Sector Composition

1 Financials 4.97%
2 Technology 3.55%
3 Healthcare 2.66%
4 Consumer Staples 1.62%
5 Consumer Discretionary 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$50.1K 0.01%
850
277
$50K 0.01%
+735
278
$48.8K 0.01%
200
279
$47.9K 0.01%
597
280
$47.7K 0.01%
363
281
$47.4K 0.01%
199
+164
282
$47.3K 0.01%
+450
283
$47.3K 0.01%
981
284
$47.2K 0.01%
984
285
$46.8K 0.01%
368
+193
286
$46.6K 0.01%
2,000
287
$46.4K 0.01%
500
288
$46.3K 0.01%
631
289
$46.1K 0.01%
1,542
290
$45.5K 0.01%
264
-27
291
$45.3K 0.01%
+908
292
$44.8K 0.01%
549
+4
293
$44.8K 0.01%
270
294
$44.4K 0.01%
780
295
$44.3K 0.01%
815
+730
296
$44.3K 0.01%
136
297
$42.4K 0.01%
+1,097
298
$41.8K 0.01%
943
299
$41.5K 0.01%
1,110
300
$40.4K 0.01%
431
+381
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