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
$411M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$2.53M
3
+$556K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$478K
5
VB icon
Vanguard Small-Cap ETF
VB
+$286K

Top Sells

1
+$2.25M
2
+$2.09M
3
+$1.72M
4
ZBH icon
Zimmer Biomet
ZBH
+$510K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$504K

Sector Composition

1 Financials 5.91%
2 Healthcare 4.37%
3 Technology 4.35%
4 Consumer Staples 2.86%
5 Industrials 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$10.7K ﹤0.01%
108
352
$10.7K ﹤0.01%
+196
353
$10.5K ﹤0.01%
84
354
$10.4K ﹤0.01%
150
355
$10.4K ﹤0.01%
500
356
$10.3K ﹤0.01%
149
357
$10.2K ﹤0.01%
400
358
$10.2K ﹤0.01%
123
359
$9.94K ﹤0.01%
356
-217
360
$9.91K ﹤0.01%
146
361
$9.8K ﹤0.01%
187
362
$9.69K ﹤0.01%
1,000
363
$9.47K ﹤0.01%
283
364
$9.42K ﹤0.01%
160
365
$9.41K ﹤0.01%
188
+88
366
$9.07K ﹤0.01%
100
-60
367
$8.93K ﹤0.01%
76
368
$8.9K ﹤0.01%
140
369
$8.87K ﹤0.01%
292
370
$8.78K ﹤0.01%
194
-700
371
$8.72K ﹤0.01%
133
372
$8.69K ﹤0.01%
106
373
$8.44K ﹤0.01%
2,000
374
$8.4K ﹤0.01%
180
375
$8.39K ﹤0.01%
100
13 14
15
16 17