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
$749M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$3.76M
3
+$2.55M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.05M
5
VB icon
Vanguard Small-Cap ETF
VB
+$827K

Top Sells

1
+$781K
2
+$286K
3
+$244K
4
DVN icon
Devon Energy
DVN
+$220K
5
WPP icon
WPP
WPP
+$214K

Sector Composition

1 Financials 4.85%
2 Technology 4.47%
3 Healthcare 2.54%
4 Consumer Discretionary 1.75%
5 Consumer Staples 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$34.5K ﹤0.01%
641
302
$34.3K ﹤0.01%
310
303
$34K ﹤0.01%
2,500
304
$33.9K ﹤0.01%
400
305
$32.4K ﹤0.01%
400
306
$32.4K ﹤0.01%
1,614
307
$32.2K ﹤0.01%
354
-1,556
308
$31.3K ﹤0.01%
1,694
-80
309
$31.3K ﹤0.01%
333
310
$31.2K ﹤0.01%
825
311
$29.9K ﹤0.01%
610
312
$29.9K ﹤0.01%
2,000
313
$29.4K ﹤0.01%
600
314
$29.4K ﹤0.01%
2,779
-514
315
$29.3K ﹤0.01%
46
316
$28K ﹤0.01%
90
317
$27.9K ﹤0.01%
1,521
318
$27.7K ﹤0.01%
663
+7
319
$27K ﹤0.01%
67
+17
320
$26.6K ﹤0.01%
163
321
$26.3K ﹤0.01%
+481
322
$25.6K ﹤0.01%
25
323
$25.2K ﹤0.01%
293
+123
324
$25.2K ﹤0.01%
175
325
$24.9K ﹤0.01%
200
11 12
13
14 15