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
$463M
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.72M
3
+$589K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$529K
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$399K

Top Sells

1
+$608K
2
+$176K
3
+$134K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$99.5K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$88.8K

Sector Composition

1 Financials 5.66%
2 Technology 4.99%
3 Healthcare 3.81%
4 Consumer Staples 2.31%
5 Industrials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$8.23K ﹤0.01%
10
377
$8.21K ﹤0.01%
76
378
$8.15K ﹤0.01%
259
379
$8.07K ﹤0.01%
146
380
$8K ﹤0.01%
64
381
$7.91K ﹤0.01%
82
382
$7.76K ﹤0.01%
400
383
$7.51K ﹤0.01%
1,097
384
$7.49K ﹤0.01%
100
385
$7.44K ﹤0.01%
23
386
$7.44K ﹤0.01%
1,470
387
$7.38K ﹤0.01%
1,000
388
$7.35K ﹤0.01%
45
389
$7.34K ﹤0.01%
218
390
$7.33K ﹤0.01%
100
391
$7.3K ﹤0.01%
106
392
$7.29K ﹤0.01%
59
-35
393
$7.22K ﹤0.01%
60
394
$6.94K ﹤0.01%
175
395
$6.79K ﹤0.01%
103
396
$6.74K ﹤0.01%
177
397
$6.58K ﹤0.01%
540
398
$6.55K ﹤0.01%
89
-13
399
$6.48K ﹤0.01%
118
400
$6.38K ﹤0.01%
156
14 15
16
17 18