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
$476M
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1 +$16.3M
2 +$409K
3 +$371K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$323K
5
VB icon
Vanguard Small-Cap ETF
VB
+$263K

Top Sells

1 +$1.18M
2 +$502K
3 +$215K
4
UNP icon
Union Pacific
UNP
+$194K
5
MSFT icon
Microsoft
MSFT
+$186K

Sector Composition

1 Financials 5.45%
2 Technology 5.07%
3 Healthcare 3.82%
4 Consumer Staples 2.4%
5 Industrials 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$26.3K 0.01%
+324
302
$25.7K 0.01%
316
303
$24.8K 0.01%
175
304
$24.6K 0.01%
+6,377
305
$23.8K 0.01%
705
306
$23.8K 0.01%
400
307
$23.5K ﹤0.01%
670
308
$23.1K ﹤0.01%
310
309
$22.9K ﹤0.01%
156
310
$22.1K ﹤0.01%
32
+7
311
$21.8K ﹤0.01%
258
312
$21.7K ﹤0.01%
156
313
$21.6K ﹤0.01%
300
314
$21.4K ﹤0.01%
119
+25
315
$21.2K ﹤0.01%
375
316
$20.7K ﹤0.01%
1,134
317
$19.6K ﹤0.01%
1,100
318
$19.4K ﹤0.01%
500
319
$19.4K ﹤0.01%
135
320
$19.3K ﹤0.01%
573
321
$18.9K ﹤0.01%
+50
322
$18.3K ﹤0.01%
320
323
$18.1K ﹤0.01%
124
324
$17.9K ﹤0.01%
46
325
$17.7K ﹤0.01%
165