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
$669M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$26.5M
3
+$3.2M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.08M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.34M

Top Sells

1
+$484K
2
+$206K
3
+$157K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$143K
5
HEI icon
HEICO Corp
HEI
+$125K

Sector Composition

1 Financials 4.96%
2 Technology 4.41%
3 Healthcare 3.16%
4 Consumer Staples 1.82%
5 Consumer Discretionary 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$15.1K ﹤0.01%
+302
352
$15K ﹤0.01%
119
+18
353
$15K ﹤0.01%
+46
354
$14.8K ﹤0.01%
+100
355
$14.7K ﹤0.01%
+566
356
$14.7K ﹤0.01%
100
357
$14.6K ﹤0.01%
113
358
$14.5K ﹤0.01%
1,100
359
$14.1K ﹤0.01%
128
+19
360
$14.1K ﹤0.01%
+75
361
$14.1K ﹤0.01%
1,000
362
$14.1K ﹤0.01%
160
363
$14.1K ﹤0.01%
+132
364
$14K ﹤0.01%
1,213
365
$14K ﹤0.01%
+400
366
$13.9K ﹤0.01%
136
367
$13.8K ﹤0.01%
200
368
$13.7K ﹤0.01%
424
369
$13.6K ﹤0.01%
87
+11
370
$13.4K ﹤0.01%
140
+2
371
$13.3K ﹤0.01%
230
372
$13.3K ﹤0.01%
+200
373
$13K ﹤0.01%
+225
374
$13K ﹤0.01%
+231
375
$12.8K ﹤0.01%
100
13 14
15
16 17