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
$296M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$2.06M
3
+$866K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$823K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$704K

Top Sells

1
+$35.2M
2
+$3.98M
3
+$2.31M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.26M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.1M

Sector Composition

1 Financials 5.13%
2 Healthcare 4.03%
3 Technology 3.39%
4 Consumer Staples 2.77%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$10K ﹤0.01%
1,385
327
$10K ﹤0.01%
512
+417
328
$10K ﹤0.01%
200
329
$10K ﹤0.01%
63
330
$10K ﹤0.01%
410
331
$10K ﹤0.01%
+67
332
$10K ﹤0.01%
363
333
$10K ﹤0.01%
+87
334
$10K ﹤0.01%
153
+45
335
$10K ﹤0.01%
206
336
$10K ﹤0.01%
+249
337
$10K ﹤0.01%
+66
338
$10K ﹤0.01%
+542
339
$10K ﹤0.01%
188
340
$9K ﹤0.01%
313
341
$9K ﹤0.01%
61
342
$9K ﹤0.01%
2,000
343
$9K ﹤0.01%
+70
344
$9K ﹤0.01%
+72
345
$9K ﹤0.01%
+100
346
$9K ﹤0.01%
292
347
$9K ﹤0.01%
200
348
$9K ﹤0.01%
52
+17
349
$9K ﹤0.01%
296
+59
350
$9K ﹤0.01%
+276
12 13
14
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