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
$692M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$6.59M
3
+$1.05M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$358K

Top Sells

1
+$2.98M
2
+$247K
3
+$239K
4
EGP icon
EastGroup Properties
EGP
+$179K
5
MMM icon
3M
MMM
+$164K

Sector Composition

1 Financials 4.64%
2 Technology 4.55%
3 Healthcare 2.95%
4 Consumer Staples 1.77%
5 Consumer Discretionary 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$11.6K ﹤0.01%
1,213
377
$11.6K ﹤0.01%
37
378
$11.6K ﹤0.01%
1,000
379
$11.5K ﹤0.01%
283
380
$11.5K ﹤0.01%
50
381
$11.4K ﹤0.01%
98
382
$11.4K ﹤0.01%
65
383
$11.3K ﹤0.01%
110
384
$11K ﹤0.01%
146
385
$10.9K ﹤0.01%
100
-19
386
$10.9K ﹤0.01%
1,324
387
$10.8K ﹤0.01%
200
-188
388
$10.8K ﹤0.01%
216
389
$10.8K ﹤0.01%
246
390
$10.6K ﹤0.01%
103
391
$10.6K ﹤0.01%
149
392
$10.5K ﹤0.01%
10
393
$10.2K ﹤0.01%
38
394
$10.2K ﹤0.01%
142
395
$10.2K ﹤0.01%
131
396
$10K ﹤0.01%
+130
397
$9.92K ﹤0.01%
349
398
$9.83K ﹤0.01%
1,000
399
$9.75K ﹤0.01%
3,000
-1,000
400
$9.5K ﹤0.01%
188
14 15
16
17 18