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
$749M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1 +$6.98M
2 +$3.76M
3 +$2.55M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.05M
5
VB icon
Vanguard Small-Cap ETF
VB
+$827K

Top Sells

1 +$781K
2 +$286K
3 +$244K
4
DVN icon
Devon Energy
DVN
+$220K
5
WPP icon
WPP
WPP
+$214K

Sector Composition

1 Financials 4.85%
2 Technology 4.47%
3 Healthcare 2.54%
4 Consumer Discretionary 1.75%
5 Consumer Staples 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$15K ﹤0.01%
116
377
$15K ﹤0.01%
150
378
$14.8K ﹤0.01%
113
379
$14.3K ﹤0.01%
1,470
380
$14.3K ﹤0.01%
108
381
$14.3K ﹤0.01%
438
382
$14.2K ﹤0.01%
424
383
$14K ﹤0.01%
65
384
$13.8K ﹤0.01%
145
+2
385
$13.6K ﹤0.01%
+56
386
$13.2K ﹤0.01%
566
387
$13.2K ﹤0.01%
200
388
$13.1K ﹤0.01%
+61
389
$13.1K ﹤0.01%
76
390
$13K ﹤0.01%
100
391
$12.9K ﹤0.01%
1,582
392
$12.9K ﹤0.01%
579
393
$12.8K ﹤0.01%
+71
394
$12.7K ﹤0.01%
138
395
$12.6K ﹤0.01%
283
396
$12.5K ﹤0.01%
147
+5
397
$12.3K ﹤0.01%
1,278
398
$12.3K ﹤0.01%
432
399
$12.2K ﹤0.01%
2,118
400
$12.2K ﹤0.01%
300