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
$476M
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1 +$16.3M
2 +$409K
3 +$371K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$323K
5
VB icon
Vanguard Small-Cap ETF
VB
+$263K

Top Sells

1 +$1.18M
2 +$502K
3 +$215K
4
UNP icon
Union Pacific
UNP
+$194K
5
MSFT icon
Microsoft
MSFT
+$186K

Sector Composition

1 Financials 5.45%
2 Technology 5.07%
3 Healthcare 3.82%
4 Consumer Staples 2.4%
5 Industrials 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$14.2K ﹤0.01%
150
352
$13.9K ﹤0.01%
+1,324
353
$13.6K ﹤0.01%
66
354
$13.4K ﹤0.01%
424
355
$13.2K ﹤0.01%
94
+35
356
$13.2K ﹤0.01%
500
357
$12.8K ﹤0.01%
135
+1
358
$12.7K ﹤0.01%
116
359
$12.5K ﹤0.01%
250
360
$12.4K ﹤0.01%
216
361
$12.3K ﹤0.01%
129
362
$12.2K ﹤0.01%
1,213
363
$12.1K ﹤0.01%
2,000
364
$11.9K ﹤0.01%
1,275
365
$11.8K ﹤0.01%
+111
366
$11.8K ﹤0.01%
142
367
$11.6K ﹤0.01%
500
368
$11.5K ﹤0.01%
200
369
$11.5K ﹤0.01%
609
370
$11.2K ﹤0.01%
250
371
$11.1K ﹤0.01%
196
372
$11K ﹤0.01%
136
+13
373
$10.9K ﹤0.01%
144
+44
374
$10.8K ﹤0.01%
1,000
375
$10.8K ﹤0.01%
133