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
$544M
AUM Growth
+$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1 +$21M
2 +$3.91M
3 +$3.79M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$2.87M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.49M

Top Sells

1 +$672K
2 +$354K
3 +$310K
4
KEYS icon
Keysight
KEYS
+$282K
5
PXD
Pioneer Natural Resource Co.
PXD
+$202K

Sector Composition

1 Financials 5.13%
2 Technology 4.9%
3 Healthcare 3.33%
4 Consumer Staples 2.05%
5 Industrials 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$11.6K ﹤0.01%
246
352
$11.5K ﹤0.01%
2,000
353
$11.4K ﹤0.01%
283
354
$11.3K ﹤0.01%
144
355
$11.3K ﹤0.01%
230
+74
356
$11.2K ﹤0.01%
1,324
357
$11.2K ﹤0.01%
109
358
$11.1K ﹤0.01%
65
359
$11K ﹤0.01%
142
360
$11K ﹤0.01%
50
361
$10.8K ﹤0.01%
76
362
$10.8K ﹤0.01%
28
+5
363
$10.8K ﹤0.01%
187
364
$10.7K ﹤0.01%
110
365
$10.5K ﹤0.01%
+1,582
366
$10.3K ﹤0.01%
100
367
$10.2K ﹤0.01%
149
368
$10K ﹤0.01%
200
369
$9.95K ﹤0.01%
1,275
370
$9.71K ﹤0.01%
897
371
$9.64K ﹤0.01%
1,097
372
$9.48K ﹤0.01%
560
373
$9.47K ﹤0.01%
188
374
$9.09K ﹤0.01%
140
375
$9.08K ﹤0.01%
400