CFFP

Center for Financial Planning Portfolio holdings

AUM $936M
1-Year Est. Return 13.21%
This Quarter Est. Return
1 Year Est. Return
+13.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$783M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$2.37M
3
+$2.13M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.91M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.53M

Top Sells

1
+$2.32M
2
+$568K
3
+$422K
4
RJF icon
Raymond James Financial
RJF
+$358K
5
AAPL icon
Apple
AAPL
+$300K

Sector Composition

1 Financials 4.97%
2 Technology 3.55%
3 Healthcare 2.66%
4 Consumer Staples 1.62%
5 Consumer Discretionary 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$35K ﹤0.01%
310
327
$34.6K ﹤0.01%
+328
328
$33.8K ﹤0.01%
825
329
$33.6K ﹤0.01%
570
330
$33.1K ﹤0.01%
1,054
+25
331
$33K ﹤0.01%
400
332
$32.9K ﹤0.01%
+266
333
$32.9K ﹤0.01%
+512
334
$32.8K ﹤0.01%
+413
335
$32.5K ﹤0.01%
67
336
$32.5K ﹤0.01%
500
337
$31.8K ﹤0.01%
266
+91
338
$31.6K ﹤0.01%
+1,473
339
$31.4K ﹤0.01%
345
340
$31.3K ﹤0.01%
+490
341
$30.9K ﹤0.01%
391
+275
342
$30.6K ﹤0.01%
+1,284
343
$30.3K ﹤0.01%
1,534
-160
344
$30.2K ﹤0.01%
2,000
345
$30K ﹤0.01%
+3,792
346
$29.9K ﹤0.01%
+380
347
$29.8K ﹤0.01%
2,779
348
$29.8K ﹤0.01%
+175
349
$29.5K ﹤0.01%
200
350
$29K ﹤0.01%
1,521
12 13
14
15 16