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
$463M
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.72M
3
+$589K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$529K
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$399K

Top Sells

1
+$608K
2
+$176K
3
+$134K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$99.5K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$88.8K

Sector Composition

1 Financials 5.66%
2 Technology 4.99%
3 Healthcare 3.81%
4 Consumer Staples 2.31%
5 Industrials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$20.2K ﹤0.01%
185
302
$19.5K ﹤0.01%
573
303
$19.3K ﹤0.01%
124
304
$19.3K ﹤0.01%
50
305
$18.6K ﹤0.01%
300
306
$18.5K ﹤0.01%
1,340
307
$18.4K ﹤0.01%
500
308
$17.9K ﹤0.01%
46
309
$17.4K ﹤0.01%
525
-180
310
$16.7K ﹤0.01%
165
311
$16.4K ﹤0.01%
320
312
$16.3K ﹤0.01%
200
313
$16.2K ﹤0.01%
25
-7
314
$16K ﹤0.01%
1,134
315
$15.8K ﹤0.01%
190
316
$15.1K ﹤0.01%
364
317
$14.9K ﹤0.01%
94
-25
318
$14.9K ﹤0.01%
1,385
319
$14.8K ﹤0.01%
115
320
$14.5K ﹤0.01%
500
321
$14.5K ﹤0.01%
160
322
$14K ﹤0.01%
87
323
$13.8K ﹤0.01%
1,100
324
$13.8K ﹤0.01%
54
325
$13.7K ﹤0.01%
113
11 12
13
14 15