CFFP

Center for Financial Planning Portfolio holdings

AUM $958M
1-Year Est. Return 15.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.26%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$311M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1 +$9.68M
2 +$847K
3 +$443K
4
VTV icon
Vanguard Value ETF
VTV
+$419K
5
VUG icon
Vanguard Growth ETF
VUG
+$332K

Top Sells

1 +$3.87M
2 +$683K
3 +$534K
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$378K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$328K

Sector Composition

1 Financials 5.78%
2 Technology 4.49%
3 Healthcare 4.43%
4 Consumer Staples 2.92%
5 Industrials 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$6K ﹤0.01%
91
352
$6K ﹤0.01%
29
353
$6K ﹤0.01%
221
354
$6K ﹤0.01%
64
355
$5K ﹤0.01%
400
356
$5K ﹤0.01%
76
357
$5K ﹤0.01%
100
358
$5K ﹤0.01%
463
359
$5K ﹤0.01%
150
360
$5K ﹤0.01%
163
-200
361
$5K ﹤0.01%
26
362
$5K ﹤0.01%
+160
363
$5K ﹤0.01%
23
364
$5K ﹤0.01%
147
365
$5K ﹤0.01%
78
366
$4K ﹤0.01%
180
367
$4K ﹤0.01%
170
368
$4K ﹤0.01%
114
369
$4K ﹤0.01%
7
370
$4K ﹤0.01%
43
371
$4K ﹤0.01%
7
372
$4K ﹤0.01%
+305
373
$4K ﹤0.01%
41
374
$4K ﹤0.01%
100
375
$4K ﹤0.01%
31