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
$434M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1 +$1.51M
2 +$159K
3 +$125K
4
MDT icon
Medtronic
MDT
+$111K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$101K

Top Sells

1 +$1.05M
2 +$262K
3 +$206K
4
PG icon
Procter & Gamble
PG
+$203K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$161K

Sector Composition

1 Financials 5.51%
2 Technology 4.91%
3 Healthcare 4.07%
4 Consumer Staples 2.64%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$17.5K ﹤0.01%
94
-400
302
$16.9K ﹤0.01%
184
+42
303
$16.9K ﹤0.01%
190
304
$16.9K ﹤0.01%
135
305
$16.7K ﹤0.01%
25
306
$16.7K ﹤0.01%
165
307
$16.1K ﹤0.01%
1,385
308
$15.9K ﹤0.01%
1,000
309
$15.8K ﹤0.01%
364
310
$15.5K ﹤0.01%
573
311
$15.5K ﹤0.01%
46
312
$15.2K ﹤0.01%
113
313
$15K ﹤0.01%
160
314
$14.9K ﹤0.01%
150
315
$14.9K ﹤0.01%
115
316
$14.9K ﹤0.01%
160
317
$14.8K ﹤0.01%
799
318
$14.7K ﹤0.01%
150
319
$14.6K ﹤0.01%
399
-355
320
$14.5K ﹤0.01%
185
321
$14.5K ﹤0.01%
142
322
$14.5K ﹤0.01%
124
323
$14.2K ﹤0.01%
110
324
$14.2K ﹤0.01%
143
+29
325
$13.9K ﹤0.01%
96