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
$544M
AUM Growth
+$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$3.91M
3
+$3.79M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$2.87M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.49M

Top Sells

1
+$672K
2
+$354K
3
+$310K
4
KEYS icon
Keysight
KEYS
+$282K
5
PXD
Pioneer Natural Resource Co.
PXD
+$202K

Sector Composition

1 Financials 5.13%
2 Technology 4.9%
3 Healthcare 3.33%
4 Consumer Staples 2.05%
5 Industrials 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$15.2K ﹤0.01%
160
327
$14.1K ﹤0.01%
+500
328
$14K ﹤0.01%
63
329
$14K ﹤0.01%
150
-50
330
$13.7K ﹤0.01%
113
331
$13.6K ﹤0.01%
424
332
$13.6K ﹤0.01%
1,213
333
$13.5K ﹤0.01%
116
334
$13.5K ﹤0.01%
160
335
$13.5K ﹤0.01%
200
336
$13.5K ﹤0.01%
138
+1
337
$13.4K ﹤0.01%
110
338
$13.2K ﹤0.01%
227
339
$13K ﹤0.01%
1,000
340
$13K ﹤0.01%
150
341
$12.8K ﹤0.01%
4,000
342
$12.8K ﹤0.01%
101
343
$12.6K ﹤0.01%
131
+23
344
$12.5K ﹤0.01%
136
345
$12.4K ﹤0.01%
216
346
$12.3K ﹤0.01%
165
347
$12K ﹤0.01%
133
348
$11.7K ﹤0.01%
100
349
$11.7K ﹤0.01%
1,000
350
$11.7K ﹤0.01%
500
12 13
14
15 16