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
$434M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$159K
3
+$125K
4
MDT icon
Medtronic
MDT
+$111K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$101K

Top Sells

1
+$1.05M
2
+$262K
3
+$206K
4
PG icon
Procter & Gamble
PG
+$203K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$161K

Sector Composition

1 Financials 5.51%
2 Technology 4.91%
3 Healthcare 4.07%
4 Consumer Staples 2.64%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$8.37K ﹤0.01%
356
377
$8.3K ﹤0.01%
+100
378
$8.25K ﹤0.01%
100
379
$8.22K ﹤0.01%
10
380
$8.16K ﹤0.01%
238
381
$8.12K ﹤0.01%
39
382
$8.06K ﹤0.01%
540
383
$7.93K ﹤0.01%
+220
384
$7.93K ﹤0.01%
146
385
$7.78K ﹤0.01%
845
386
$7.74K ﹤0.01%
59
387
$7.71K ﹤0.01%
45
-41
388
$7.66K ﹤0.01%
82
389
$7.52K ﹤0.01%
23
390
$7.44K ﹤0.01%
102
391
$7.43K ﹤0.01%
100
392
$7.41K ﹤0.01%
218
393
$7.29K ﹤0.01%
38
394
$7.23K ﹤0.01%
60
395
$7.22K ﹤0.01%
100
396
$6.81K ﹤0.01%
103
397
$6.7K ﹤0.01%
106
398
$6.47K ﹤0.01%
160
399
$6.35K ﹤0.01%
100
400
$6.28K ﹤0.01%
560
14 15
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