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
$476M
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$409K
3
+$371K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$323K
5
VB icon
Vanguard Small-Cap ETF
VB
+$263K

Top Sells

1
+$1.18M
2
+$502K
3
+$215K
4
UNP icon
Union Pacific
UNP
+$194K
5
MSFT icon
Microsoft
MSFT
+$186K

Sector Composition

1 Financials 5.45%
2 Technology 5.07%
3 Healthcare 3.82%
4 Consumer Staples 2.4%
5 Industrials 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$10.7K ﹤0.01%
108
377
$10.6K ﹤0.01%
109
-75
378
$10.5K ﹤0.01%
165
379
$10.4K ﹤0.01%
187
380
$10.4K ﹤0.01%
39
381
$10.3K ﹤0.01%
1,000
382
$10.3K ﹤0.01%
180
383
$10.3K ﹤0.01%
200
384
$10.2K ﹤0.01%
400
385
$10.1K ﹤0.01%
100
386
$10.1K ﹤0.01%
155
387
$9.9K ﹤0.01%
65
388
$9.84K ﹤0.01%
177
-1
389
$9.62K ﹤0.01%
149
390
$9.46K ﹤0.01%
188
391
$9.19K ﹤0.01%
921
-197
392
$8.96K ﹤0.01%
292
393
$8.87K ﹤0.01%
64
394
$8.85K ﹤0.01%
1,000
395
$8.78K ﹤0.01%
76
396
$8.59K ﹤0.01%
38
397
$8.57K ﹤0.01%
210
398
$8.32K ﹤0.01%
259
399
$8.14K ﹤0.01%
140
400
$8.09K ﹤0.01%
+100
14 15
16
17 18