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
$749M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1 +$6.98M
2 +$3.76M
3 +$2.55M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.05M
5
VB icon
Vanguard Small-Cap ETF
VB
+$827K

Top Sells

1 +$781K
2 +$286K
3 +$244K
4
DVN icon
Devon Energy
DVN
+$220K
5
WPP icon
WPP
WPP
+$214K

Sector Composition

1 Financials 4.85%
2 Technology 4.47%
3 Healthcare 2.54%
4 Consumer Discretionary 1.75%
5 Consumer Staples 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$19.8K ﹤0.01%
88
352
$19.5K ﹤0.01%
87
353
$19.1K ﹤0.01%
126
354
$18.9K ﹤0.01%
150
355
$18.7K ﹤0.01%
56
+30
356
$18.7K ﹤0.01%
209
+79
357
$18.4K ﹤0.01%
54
358
$18.2K ﹤0.01%
+240
359
$17.8K ﹤0.01%
2,213
+1,000
360
$17.7K ﹤0.01%
144
361
$17.6K ﹤0.01%
94
362
$16.8K ﹤0.01%
133
363
$16.6K ﹤0.01%
37
364
$16.5K ﹤0.01%
100
365
$16.5K ﹤0.01%
217
366
$16.3K ﹤0.01%
1,000
367
$16.1K ﹤0.01%
136
368
$16K ﹤0.01%
28
369
$16K ﹤0.01%
75
370
$15.8K ﹤0.01%
115
371
$15.7K ﹤0.01%
98
372
$15.5K ﹤0.01%
150
373
$15.3K ﹤0.01%
160
374
$15.2K ﹤0.01%
320
-300
375
$15K ﹤0.01%
700