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
$476M
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1 +$16.3M
2 +$409K
3 +$371K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$323K
5
VB icon
Vanguard Small-Cap ETF
VB
+$263K

Top Sells

1 +$1.18M
2 +$502K
3 +$215K
4
UNP icon
Union Pacific
UNP
+$194K
5
MSFT icon
Microsoft
MSFT
+$186K

Sector Composition

1 Financials 5.45%
2 Technology 5.07%
3 Healthcare 3.82%
4 Consumer Staples 2.4%
5 Industrials 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$17.4K ﹤0.01%
+344
327
$17.2K ﹤0.01%
190
328
$17.1K ﹤0.01%
+200
329
$16.9K ﹤0.01%
185
330
$16.7K ﹤0.01%
308
331
$16.5K ﹤0.01%
100
332
$16K ﹤0.01%
110
333
$15.8K ﹤0.01%
1,385
334
$15.8K ﹤0.01%
+148
335
$15.7K ﹤0.01%
160
336
$15.6K ﹤0.01%
113
337
$15.6K ﹤0.01%
150
338
$15.5K ﹤0.01%
+596
339
$15.4K ﹤0.01%
364
340
$15.3K ﹤0.01%
799
341
$15.3K ﹤0.01%
115
342
$15.1K ﹤0.01%
+853
343
$14.8K ﹤0.01%
143
344
$14.8K ﹤0.01%
87
345
$14.7K ﹤0.01%
160
346
$14.5K ﹤0.01%
97
+1
347
$14.4K ﹤0.01%
4,000
+2,000
348
$14.3K ﹤0.01%
54
349
$14.3K ﹤0.01%
246
350
$14.2K ﹤0.01%
63