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
$463M
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.72M
3
+$589K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$529K
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$399K

Top Sells

1
+$608K
2
+$176K
3
+$134K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$99.5K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$88.8K

Sector Composition

1 Financials 5.66%
2 Technology 4.99%
3 Healthcare 3.81%
4 Consumer Staples 2.31%
5 Industrials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$10.7K ﹤0.01%
1,000
352
$10.7K ﹤0.01%
2,000
353
$10.5K ﹤0.01%
500
354
$10.5K ﹤0.01%
165
355
$10.4K ﹤0.01%
1,275
356
$10.4K ﹤0.01%
200
357
$10.4K ﹤0.01%
144
358
$10.2K ﹤0.01%
109
359
$9.86K ﹤0.01%
108
360
$9.74K ﹤0.01%
50
-16
361
$9.6K ﹤0.01%
1,000
362
$9.49K ﹤0.01%
110
-19
363
$9.47K ﹤0.01%
188
364
$9.38K ﹤0.01%
187
365
$9.16K ﹤0.01%
140
366
$9.09K ﹤0.01%
100
367
$9.08K ﹤0.01%
97
-161
368
$9.04K ﹤0.01%
220
369
$8.98K ﹤0.01%
38
370
$8.97K ﹤0.01%
292
371
$8.84K ﹤0.01%
897
-24
372
$8.77K ﹤0.01%
100
373
$8.75K ﹤0.01%
283
374
$8.55K ﹤0.01%
155
375
$8.51K ﹤0.01%
149
13 14
15
16 17