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
$669M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1 +$41.1M
2 +$26.5M
3 +$3.2M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.08M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.34M

Top Sells

1 +$484K
2 +$206K
3 +$157K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$143K
5
HEI icon
HEICO Corp
HEI
+$125K

Sector Composition

1 Financials 4.96%
2 Technology 4.41%
3 Healthcare 3.16%
4 Consumer Staples 1.82%
5 Consumer Discretionary 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$12.8K ﹤0.01%
216
377
$12.7K ﹤0.01%
500
378
$12.7K ﹤0.01%
+168
379
$12.7K ﹤0.01%
2,035
+35
380
$12.4K ﹤0.01%
133
381
$12.4K ﹤0.01%
79
+48
382
$12.3K ﹤0.01%
+191
383
$12.2K ﹤0.01%
+228
384
$12.2K ﹤0.01%
1,000
385
$12K ﹤0.01%
1,324
386
$12K ﹤0.01%
131
387
$11.9K ﹤0.01%
42
-100
388
$11.8K ﹤0.01%
50
389
$11.7K ﹤0.01%
246
390
$11.7K ﹤0.01%
28
391
$11.7K ﹤0.01%
1,275
392
$11.6K ﹤0.01%
4,000
393
$11.5K ﹤0.01%
98
+20
394
$11.4K ﹤0.01%
150
395
$11.4K ﹤0.01%
110
396
$11.1K ﹤0.01%
926
+29
397
$11.1K ﹤0.01%
149
398
$10.9K ﹤0.01%
283
399
$10.8K ﹤0.01%
146
400
$10.5K ﹤0.01%
165