CFFP

Center for Financial Planning Portfolio holdings

AUM $961M
1-Year Est. Return 15.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$411M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$6.88M
2
+$2.42M
3
+$654K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$472K
5
VB icon
Vanguard Small-Cap ETF
VB
+$289K

Top Sells

1
+$2.18M
2
+$2.1M
3
+$1.71M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$505K
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$501K

Sector Composition

1 Financials 5.91%
2 Healthcare 4.37%
3 Technology 4.35%
4 Consumer Staples 2.86%
5 Industrials 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$17.1K ﹤0.01%
300
-51
302
$16.6K ﹤0.01%
135
303
$16.6K ﹤0.01%
190
304
$16.4K ﹤0.01%
156
305
$16.2K ﹤0.01%
165
306
$16.1K ﹤0.01%
86
+45
307
$15.9K ﹤0.01%
185
308
$15.6K ﹤0.01%
115
309
$15.4K ﹤0.01%
185
310
$15.3K ﹤0.01%
113
-30
311
$15.1K ﹤0.01%
500
312
$14.8K ﹤0.01%
100
313
$14.8K ﹤0.01%
+573
314
$14.7K ﹤0.01%
1,000
315
$14.7K ﹤0.01%
356
-204
316
$14.4K ﹤0.01%
160
317
$14.4K ﹤0.01%
160
318
$14K ﹤0.01%
110
-4,000
319
$14K ﹤0.01%
799
320
$13.9K ﹤0.01%
124
321
$13.7K ﹤0.01%
150
322
$13.5K ﹤0.01%
96
+1
323
$13.5K ﹤0.01%
114
-191
324
$13.4K ﹤0.01%
46
325
$13K ﹤0.01%
250
11 12
13
14 15