CFFP

Center for Financial Planning Portfolio holdings

AUM $961M
1-Year Est. Return 15.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$411M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$6.88M
2
+$2.42M
3
+$654K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$472K
5
VB icon
Vanguard Small-Cap ETF
VB
+$289K

Top Sells

1
+$2.18M
2
+$2.1M
3
+$1.71M
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$505K
5
SGOV icon
iShares 0-3 Month Treasury Bond ETF
SGOV
+$501K

Sector Composition

1 Financials 5.91%
2 Healthcare 4.37%
3 Technology 4.35%
4 Consumer Staples 2.86%
5 Industrials 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$8.32K ﹤0.01%
100
377
$8.28K ﹤0.01%
818
-135
378
$8.24K ﹤0.01%
259
379
$8.2K ﹤0.01%
64
380
$7.9K ﹤0.01%
23
381
$7.81K ﹤0.01%
540
382
$7.64K ﹤0.01%
102
383
$7.44K ﹤0.01%
158
+98
384
$7.33K ﹤0.01%
60
-11
385
$7.27K ﹤0.01%
87
386
$7.25K ﹤0.01%
238
387
$7.21K ﹤0.01%
10
388
$7.17K ﹤0.01%
218
389
$7.06K ﹤0.01%
845
390
$6.93K ﹤0.01%
756
391
$6.85K ﹤0.01%
221
-672
392
$6.77K ﹤0.01%
59
-119
393
$6.7K ﹤0.01%
38
394
$6.64K ﹤0.01%
105
395
$6.57K ﹤0.01%
100
396
$6.56K ﹤0.01%
+112
397
$6.43K ﹤0.01%
15
398
$6.28K ﹤0.01%
82
399
$6.13K ﹤0.01%
160
400
$6.11K ﹤0.01%
1,000
14 15
16
17 18