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
$692M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$6.59M
3
+$1.05M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$358K

Top Sells

1
+$2.98M
2
+$247K
3
+$239K
4
EGP icon
EastGroup Properties
EGP
+$179K
5
MMM icon
3M
MMM
+$164K

Sector Composition

1 Financials 4.64%
2 Technology 4.55%
3 Healthcare 2.95%
4 Consumer Staples 1.77%
5 Consumer Discretionary 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$14.3K ﹤0.01%
100
352
$14.2K ﹤0.01%
424
353
$14K ﹤0.01%
116
-64
354
$14K ﹤0.01%
100
355
$13.9K ﹤0.01%
133
356
$13.7K ﹤0.01%
230
357
$13.6K ﹤0.01%
136
358
$13.5K ﹤0.01%
160
359
$13.5K ﹤0.01%
142
+2
360
$13.4K ﹤0.01%
98
+19
361
$13.3K ﹤0.01%
200
362
$13.3K ﹤0.01%
1,278
+3
363
$13.2K ﹤0.01%
150
364
$13.2K ﹤0.01%
87
365
$13.2K ﹤0.01%
+4,113
366
$13.1K ﹤0.01%
1,104
+4
367
$13K ﹤0.01%
200
368
$12.7K ﹤0.01%
28
369
$12.6K ﹤0.01%
100
370
$12.5K ﹤0.01%
75
371
$12.2K ﹤0.01%
2,077
+42
372
$12.2K ﹤0.01%
42
373
$12.1K ﹤0.01%
500
374
$11.9K ﹤0.01%
110
-15
375
$11.8K ﹤0.01%
302
13 14
15
16 17