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
$434M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1 +$1.51M
2 +$159K
3 +$125K
4
MDT icon
Medtronic
MDT
+$111K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$101K

Top Sells

1 +$1.05M
2 +$262K
3 +$206K
4
PG icon
Procter & Gamble
PG
+$203K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$161K

Sector Composition

1 Financials 5.51%
2 Technology 4.91%
3 Healthcare 4.07%
4 Consumer Staples 2.64%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$13.3K ﹤0.01%
424
327
$13.3K ﹤0.01%
356
328
$13K ﹤0.01%
87
329
$12.9K ﹤0.01%
134
+1
330
$12.9K ﹤0.01%
66
331
$12.7K ﹤0.01%
250
332
$12.7K ﹤0.01%
84
333
$12.6K ﹤0.01%
63
334
$12.5K ﹤0.01%
250
335
$12.4K ﹤0.01%
196
336
$12.4K ﹤0.01%
308
337
$12.3K ﹤0.01%
116
338
$12.2K ﹤0.01%
+1,213
339
$12.2K ﹤0.01%
500
340
$12.2K ﹤0.01%
400
341
$12.1K ﹤0.01%
54
342
$12.1K ﹤0.01%
129
343
$11.8K ﹤0.01%
200
344
$11.7K ﹤0.01%
216
345
$11.6K ﹤0.01%
178
+126
346
$11.5K ﹤0.01%
200
347
$11.3K ﹤0.01%
165
348
$11.3K ﹤0.01%
108
349
$11.1K ﹤0.01%
1,275
350
$11K ﹤0.01%
500