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
$411M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$2.53M
3
+$556K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$478K
5
VB icon
Vanguard Small-Cap ETF
VB
+$286K

Top Sells

1
+$2.25M
2
+$2.09M
3
+$1.72M
4
ZBH icon
Zimmer Biomet
ZBH
+$510K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$504K

Sector Composition

1 Financials 5.91%
2 Healthcare 4.37%
3 Technology 4.35%
4 Consumer Staples 2.86%
5 Industrials 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$12.9K ﹤0.01%
394
327
$12.9K ﹤0.01%
1,158
-268
328
$12.8K ﹤0.01%
54
329
$12.8K ﹤0.01%
424
330
$12.7K ﹤0.01%
200
-85
331
$12.6K ﹤0.01%
63
-452
332
$12.5K ﹤0.01%
142
-36
333
$12.4K ﹤0.01%
200
-400
334
$12.4K ﹤0.01%
308
335
$12.3K ﹤0.01%
210
336
$12.3K ﹤0.01%
133
+2
337
$12.3K ﹤0.01%
142
338
$12.2K ﹤0.01%
116
339
$12K ﹤0.01%
1,000
340
$11.9K ﹤0.01%
250
341
$11.9K ﹤0.01%
66
-20
342
$11.8K ﹤0.01%
614
343
$11.7K ﹤0.01%
165
344
$11.5K ﹤0.01%
324
345
$11.2K ﹤0.01%
87
346
$11.1K ﹤0.01%
1,097
347
$11K ﹤0.01%
216
348
$10.9K ﹤0.01%
83
349
$10.8K ﹤0.01%
129
350
$10.7K ﹤0.01%
1,275
12 13
14
15 16