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
$463M
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.72M
3
+$589K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$529K
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$399K

Top Sells

1
+$608K
2
+$176K
3
+$134K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$99.5K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$88.8K

Sector Composition

1 Financials 5.66%
2 Technology 4.99%
3 Healthcare 3.81%
4 Consumer Staples 2.31%
5 Industrials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$13.6K ﹤0.01%
150
327
$13.2K ﹤0.01%
200
328
$13.1K ﹤0.01%
63
329
$13.1K ﹤0.01%
+230
330
$12.9K ﹤0.01%
150
331
$12.8K ﹤0.01%
424
332
$12.8K ﹤0.01%
+120
333
$12.6K ﹤0.01%
1,324
334
$12.5K ﹤0.01%
160
335
$12.5K ﹤0.01%
137
+2
336
$12.4K ﹤0.01%
101
-100
337
$12.3K ﹤0.01%
110
338
$12.3K ﹤0.01%
142
339
$12.2K ﹤0.01%
4,000
340
$12.1K ﹤0.01%
116
341
$12.1K ﹤0.01%
227
-436
342
$11.8K ﹤0.01%
+108
343
$11.7K ﹤0.01%
246
344
$11.4K ﹤0.01%
216
345
$11.4K ﹤0.01%
1,213
346
$10.9K ﹤0.01%
136
347
$10.9K ﹤0.01%
196
348
$10.9K ﹤0.01%
133
349
$10.8K ﹤0.01%
250
350
$10.8K ﹤0.01%
65
12 13
14
15 16