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
$669M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1 +$41.1M
2 +$26.5M
3 +$3.2M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.08M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.34M

Top Sells

1 +$484K
2 +$206K
3 +$157K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$143K
5
HEI icon
HEICO Corp
HEI
+$125K

Sector Composition

1 Financials 4.96%
2 Technology 4.41%
3 Healthcare 3.16%
4 Consumer Staples 1.82%
5 Consumer Discretionary 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$20.8K ﹤0.01%
500
327
$20.3K ﹤0.01%
210
328
$20K ﹤0.01%
364
329
$19.7K ﹤0.01%
341
330
$19.6K ﹤0.01%
+500
331
$19.5K ﹤0.01%
1,385
332
$19.4K ﹤0.01%
150
333
$19.4K ﹤0.01%
+331
334
$18.8K ﹤0.01%
+927
335
$18.8K ﹤0.01%
54
336
$18.5K ﹤0.01%
+126
337
$18.3K ﹤0.01%
1,134
338
$18.2K ﹤0.01%
143
+100
339
$18.1K ﹤0.01%
108
340
$17.6K ﹤0.01%
69
+6
341
$17.2K ﹤0.01%
+300
342
$17K ﹤0.01%
115
343
$16.9K ﹤0.01%
+356
344
$16.5K ﹤0.01%
125
+15
345
$16.4K ﹤0.01%
94
346
$16K ﹤0.01%
87
347
$15.5K ﹤0.01%
+100
348
$15.4K ﹤0.01%
230
-100
349
$15.2K ﹤0.01%
799
350
$15.2K ﹤0.01%
160