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
$692M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1 +$10M
2 +$6.59M
3 +$1.05M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$358K

Top Sells

1 +$2.98M
2 +$247K
3 +$239K
4
EGP icon
EastGroup Properties
EGP
+$179K
5
MMM icon
3M
MMM
+$164K

Sector Composition

1 Financials 4.64%
2 Technology 4.55%
3 Healthcare 2.95%
4 Consumer Staples 1.77%
5 Consumer Discretionary 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$19.7K ﹤0.01%
386
+22
327
$19.7K ﹤0.01%
25
328
$19.5K ﹤0.01%
300
329
$18.9K ﹤0.01%
1,385
330
$18.4K ﹤0.01%
341
331
$18.3K ﹤0.01%
126
332
$18.3K ﹤0.01%
94
333
$17.5K ﹤0.01%
500
334
$16.8K ﹤0.01%
115
335
$16.2K ﹤0.01%
+2,000
336
$16.1K ﹤0.01%
54
337
$15.9K ﹤0.01%
87
338
$15.8K ﹤0.01%
799
339
$15.7K ﹤0.01%
108
340
$15.7K ﹤0.01%
+250
341
$15.6K ﹤0.01%
113
342
$15.5K ﹤0.01%
+438
343
$15.2K ﹤0.01%
356
344
$15.2K ﹤0.01%
69
345
$15.1K ﹤0.01%
160
346
$14.9K ﹤0.01%
150
347
$14.9K ﹤0.01%
300
348
$14.6K ﹤0.01%
150
-163
349
$14.5K ﹤0.01%
145
+139
350
$14.3K ﹤0.01%
566