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
$544M
AUM Growth
+$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$3.91M
3
+$3.79M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$2.87M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.49M

Top Sells

1
+$672K
2
+$354K
3
+$310K
4
KEYS icon
Keysight
KEYS
+$282K
5
PXD
Pioneer Natural Resource Co.
PXD
+$202K

Sector Composition

1 Financials 5.13%
2 Technology 4.9%
3 Healthcare 3.33%
4 Consumer Staples 2.05%
5 Industrials 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$9.08K ﹤0.01%
38
377
$9.04K ﹤0.01%
82
378
$9.03K ﹤0.01%
1,470
379
$8.96K ﹤0.01%
2,000
380
$8.93K ﹤0.01%
292
381
$8.79K ﹤0.01%
103
382
$8.78K ﹤0.01%
10
383
$8.77K ﹤0.01%
146
384
$8.57K ﹤0.01%
45
385
$8.54K ﹤0.01%
+514
386
$8.5K ﹤0.01%
259
387
$8.36K ﹤0.01%
64
388
$8.33K ﹤0.01%
100
389
$8.32K ﹤0.01%
196
390
$8.29K ﹤0.01%
59
391
$8.29K ﹤0.01%
218
392
$8.21K ﹤0.01%
60
393
$8.12K ﹤0.01%
118
394
$8.1K ﹤0.01%
100
395
$8.1K ﹤0.01%
36
-897
396
$8.05K ﹤0.01%
78
+11
397
$7.95K ﹤0.01%
100
398
$7.9K ﹤0.01%
155
399
$7.87K ﹤0.01%
106
400
$7.7K ﹤0.01%
177
14 15
16
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