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
$749M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1 +$6.98M
2 +$3.76M
3 +$2.55M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.05M
5
VB icon
Vanguard Small-Cap ETF
VB
+$827K

Top Sells

1 +$781K
2 +$286K
3 +$244K
4
DVN icon
Devon Energy
DVN
+$220K
5
WPP icon
WPP
WPP
+$214K

Sector Composition

1 Financials 4.85%
2 Technology 4.47%
3 Healthcare 2.54%
4 Consumer Discretionary 1.75%
5 Consumer Staples 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$24.7K ﹤0.01%
316
327
$24.4K ﹤0.01%
500
328
$24.4K ﹤0.01%
150
329
$24.1K ﹤0.01%
1,000
330
$24.1K ﹤0.01%
+98
331
$23.6K ﹤0.01%
185
332
$23.3K ﹤0.01%
356
333
$23.2K ﹤0.01%
122
334
$22.7K ﹤0.01%
695
335
$22.5K ﹤0.01%
904
+500
336
$22.5K ﹤0.01%
364
337
$22.5K ﹤0.01%
1,134
338
$22.5K ﹤0.01%
500
339
$22.4K ﹤0.01%
124
340
$21.9K ﹤0.01%
1,157
341
$21.8K ﹤0.01%
300
342
$21.7K ﹤0.01%
165
343
$21.3K ﹤0.01%
500
344
$21.3K ﹤0.01%
2,000
345
$20.8K ﹤0.01%
39
+26
346
$20.5K ﹤0.01%
300
347
$20.4K ﹤0.01%
264
348
$20.4K ﹤0.01%
210
349
$20.3K ﹤0.01%
175
350
$19.8K ﹤0.01%
500