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
$669M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1 +$41.1M
2 +$26.5M
3 +$3.2M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.08M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.34M

Top Sells

1 +$484K
2 +$206K
3 +$157K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$143K
5
HEI icon
HEICO Corp
HEI
+$125K

Sector Composition

1 Financials 4.96%
2 Technology 4.41%
3 Healthcare 3.16%
4 Consumer Staples 1.82%
5 Consumer Discretionary 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
301
$26.7K ﹤0.01%
+600
302
$26.4K ﹤0.01%
2,500
303
$25.6K ﹤0.01%
46
304
$25.4K ﹤0.01%
300
305
$24.6K ﹤0.01%
144
+108
306
$24.4K ﹤0.01%
+200
307
$23.9K ﹤0.01%
124
308
$23.8K ﹤0.01%
185
309
$23.5K ﹤0.01%
+300
310
$23.2K ﹤0.01%
+56
311
$23K ﹤0.01%
+1,000
312
$22.9K ﹤0.01%
400
313
$22.8K ﹤0.01%
264
+120
314
$22.6K ﹤0.01%
+252
315
$22.6K ﹤0.01%
180
+64
316
$22.1K ﹤0.01%
670
317
$21.5K ﹤0.01%
500
318
$21.4K ﹤0.01%
+88
319
$21.4K ﹤0.01%
122
-126
320
$21K ﹤0.01%
695
-700
321
$20.9K ﹤0.01%
+300
322
$20.9K ﹤0.01%
+50
323
$20.8K ﹤0.01%
388
+188
324
$20.8K ﹤0.01%
25
325
$20.8K ﹤0.01%
165