CFFP

Center for Financial Planning Portfolio holdings

AUM $936M
1-Year Est. Return 13.21%
This Quarter Est. Return
1 Year Est. Return
+13.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$783M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1 +$34.4M
2 +$2.37M
3 +$2.13M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.91M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.53M

Top Sells

1 +$2.32M
2 +$568K
3 +$422K
4
RJF icon
Raymond James Financial
RJF
+$358K
5
AAPL icon
Apple
AAPL
+$300K

Sector Composition

1 Financials 4.97%
2 Technology 3.55%
3 Healthcare 2.66%
4 Consumer Staples 1.62%
5 Consumer Discretionary 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
351
$29K ﹤0.01%
663
352
$28.6K ﹤0.01%
600
353
$28K ﹤0.01%
+241
354
$28K ﹤0.01%
46
355
$27.7K ﹤0.01%
5,913
+603
356
$27.4K ﹤0.01%
90
357
$27.3K ﹤0.01%
+552
358
$26.8K ﹤0.01%
163
359
$26.3K ﹤0.01%
98
360
$26.1K ﹤0.01%
+850
361
$26.1K ﹤0.01%
300
362
$26K ﹤0.01%
+408
363
$25.9K ﹤0.01%
185
364
$25.5K ﹤0.01%
316
365
$25.1K ﹤0.01%
356
366
$24.6K ﹤0.01%
481
367
$24.6K ﹤0.01%
124
368
$24.5K ﹤0.01%
88
369
$24.3K ﹤0.01%
500
370
$24.1K ﹤0.01%
1,000
371
$24.1K ﹤0.01%
1,134
372
$23.7K ﹤0.01%
25
373
$23.7K ﹤0.01%
+691
374
$23.6K ﹤0.01%
+308
375
$23.4K ﹤0.01%
210