CFFP

Center for Financial Planning Portfolio holdings

AUM $936M
1-Year Est. Return 13.21%
This Quarter Est. Return
1 Year Est. Return
+13.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$783M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$2.37M
3
+$2.13M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.91M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.53M

Top Sells

1
+$2.32M
2
+$568K
3
+$422K
4
RJF icon
Raymond James Financial
RJF
+$358K
5
AAPL icon
Apple
AAPL
+$300K

Sector Composition

1 Financials 4.97%
2 Technology 3.55%
3 Healthcare 2.66%
4 Consumer Staples 1.62%
5 Consumer Discretionary 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$22.9K ﹤0.01%
1,157
377
$22.7K ﹤0.01%
172
+25
378
$22.4K ﹤0.01%
+2,950
379
$22.3K ﹤0.01%
264
380
$22.3K ﹤0.01%
+323
381
$21.8K ﹤0.01%
284
+264
382
$21.6K ﹤0.01%
165
383
$21.5K ﹤0.01%
88
+48
384
$21.5K ﹤0.01%
364
385
$21.4K ﹤0.01%
566
+480
386
$21.2K ﹤0.01%
720
-350
387
$21.1K ﹤0.01%
209
388
$21.1K ﹤0.01%
500
389
$21K ﹤0.01%
122
390
$20.5K ﹤0.01%
300
-622
391
$20.4K ﹤0.01%
500
392
$20.4K ﹤0.01%
133
393
$20.4K ﹤0.01%
37
394
$19.3K ﹤0.01%
2,213
395
$19.2K ﹤0.01%
695
396
$19.1K ﹤0.01%
217
397
$19K ﹤0.01%
144
398
$18.9K ﹤0.01%
39
399
$18.9K ﹤0.01%
54
400
$18.4K ﹤0.01%
123
+25
14 15
16
17 18