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
$544M
AUM Growth
+$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$3.91M
3
+$3.79M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$2.87M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.49M

Top Sells

1
+$672K
2
+$354K
3
+$310K
4
KEYS icon
Keysight
KEYS
+$282K
5
PXD
Pioneer Natural Resource Co.
PXD
+$202K

Sector Composition

1 Financials 5.13%
2 Technology 4.9%
3 Healthcare 3.33%
4 Consumer Staples 2.05%
5 Industrials 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$21.8K ﹤0.01%
500
-500
302
$21.6K ﹤0.01%
185
303
$21.6K ﹤0.01%
1,100
304
$21.6K ﹤0.01%
1,271
-325
305
$21.2K ﹤0.01%
210
306
$21.2K ﹤0.01%
46
307
$21.1K ﹤0.01%
500
308
$20.4K ﹤0.01%
670
309
$20.3K ﹤0.01%
364
310
$20.3K ﹤0.01%
25
311
$20.2K ﹤0.01%
330
+100
312
$19.7K ﹤0.01%
525
313
$19.1K ﹤0.01%
1,385
314
$18.8K ﹤0.01%
165
315
$18.1K ﹤0.01%
190
316
$17.6K ﹤0.01%
573
317
$17.4K ﹤0.01%
1,134
318
$16.8K ﹤0.01%
54
319
$16.7K ﹤0.01%
150
320
$16.3K ﹤0.01%
341
+21
321
$16K ﹤0.01%
94
322
$16K ﹤0.01%
799
-1,179
323
$15.7K ﹤0.01%
115
324
$15.7K ﹤0.01%
108
325
$15.6K ﹤0.01%
87
11 12
13
14 15