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
$311M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1 +$9.78M
2 +$848K
3 +$443K
4
VTV icon
Vanguard Value ETF
VTV
+$418K
5
VUG icon
Vanguard Growth ETF
VUG
+$341K

Top Sells

1 +$3.82M
2 +$682K
3 +$541K
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$378K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$327K

Sector Composition

1 Financials 5.78%
2 Technology 4.49%
3 Healthcare 4.43%
4 Consumer Staples 2.92%
5 Industrials 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$11K ﹤0.01%
177
302
$10K ﹤0.01%
120
303
$10K ﹤0.01%
452
304
$10K ﹤0.01%
200
305
$10K ﹤0.01%
+30
306
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180
-300
307
$10K ﹤0.01%
160
308
$10K ﹤0.01%
259
309
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$10K ﹤0.01%
+520
311
$10K ﹤0.01%
650
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$9K ﹤0.01%
185
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$9K ﹤0.01%
70
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$9K ﹤0.01%
292
315
$9K ﹤0.01%
1,385
316
$9K ﹤0.01%
29
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$9K ﹤0.01%
237
318
$9K ﹤0.01%
216
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$9K ﹤0.01%
100
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$9K ﹤0.01%
46
321
$9K ﹤0.01%
700
322
$9K ﹤0.01%
+620
323
$8K ﹤0.01%
53
324
$8K ﹤0.01%
60
325
$8K ﹤0.01%
187