CFFP

Center for Financial Planning Portfolio holdings

AUM $936M
1-Year Est. Return 13.21%
This Quarter Est. Return
1 Year Est. Return
+13.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$783M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$2.37M
3
+$2.13M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.91M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.53M

Top Sells

1
+$2.32M
2
+$568K
3
+$422K
4
RJF icon
Raymond James Financial
RJF
+$358K
5
AAPL icon
Apple
AAPL
+$300K

Sector Composition

1 Financials 4.97%
2 Technology 3.55%
3 Healthcare 2.66%
4 Consumer Staples 1.62%
5 Consumer Discretionary 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$39.6K 0.01%
597
302
$39.5K 0.01%
+1,641
303
$39.3K 0.01%
195
304
$39.2K 0.01%
+3,383
305
$39.1K 0.01%
1,714
306
$38.9K 0.01%
404
307
$38.6K ﹤0.01%
1,250
308
$38.3K ﹤0.01%
+1,635
309
$38.2K ﹤0.01%
2,500
310
$38K ﹤0.01%
763
311
$37.6K ﹤0.01%
60
312
$37.6K ﹤0.01%
+1,397
313
$37.3K ﹤0.01%
185
314
$37.2K ﹤0.01%
+3,616
315
$37.1K ﹤0.01%
374
+345
316
$36.8K ﹤0.01%
400
317
$36.6K ﹤0.01%
1,614
318
$36.5K ﹤0.01%
809
319
$36.3K ﹤0.01%
333
320
$36K ﹤0.01%
517
321
$35.9K ﹤0.01%
641
322
$35.6K ﹤0.01%
354
323
$35.1K ﹤0.01%
+221
324
$35.1K ﹤0.01%
+1,920
325
$35.1K ﹤0.01%
+1,497
11 12
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