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
$296M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$2.06M
3
+$866K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$823K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$704K

Top Sells

1
+$35.2M
2
+$3.98M
3
+$2.31M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.26M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.1M

Sector Composition

1 Financials 5.13%
2 Healthcare 4.03%
3 Technology 3.39%
4 Consumer Staples 2.77%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$12K ﹤0.01%
219
+141
302
$12K ﹤0.01%
37
303
$12K ﹤0.01%
233
304
$12K ﹤0.01%
+1,159
305
$11K ﹤0.01%
+2,000
306
$11K ﹤0.01%
111
307
$11K ﹤0.01%
+150
308
$11K ﹤0.01%
500
309
$11K ﹤0.01%
+256
310
$11K ﹤0.01%
168
311
$11K ﹤0.01%
341
+270
312
$11K ﹤0.01%
+12
313
$11K ﹤0.01%
125
314
$11K ﹤0.01%
529
315
$11K ﹤0.01%
+2,500
316
$11K ﹤0.01%
1,095
-632
317
$10K ﹤0.01%
250
318
$10K ﹤0.01%
+86
319
$10K ﹤0.01%
220
320
$10K ﹤0.01%
+1,000
321
$10K ﹤0.01%
1,385
322
$10K ﹤0.01%
512
+417
323
$10K ﹤0.01%
200
324
$10K ﹤0.01%
63
325
$10K ﹤0.01%
410
11 12
13
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