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
$296M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$2.06M
3
+$866K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$823K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$704K

Top Sells

1
+$35.2M
2
+$3.98M
3
+$2.31M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.26M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.1M

Sector Composition

1 Financials 5.13%
2 Healthcare 4.03%
3 Technology 3.39%
4 Consumer Staples 2.77%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$6K ﹤0.01%
+1,031
402
$6K ﹤0.01%
149
403
$6K ﹤0.01%
400
404
$6K ﹤0.01%
57
-34
405
$5K ﹤0.01%
+416
406
$5K ﹤0.01%
+228
407
$5K ﹤0.01%
+330
408
$5K ﹤0.01%
500
409
$5K ﹤0.01%
+80
410
$5K ﹤0.01%
+72
411
$5K ﹤0.01%
+290
412
$5K ﹤0.01%
+204
413
$5K ﹤0.01%
+89
414
$5K ﹤0.01%
463
415
$5K ﹤0.01%
+10
416
$5K ﹤0.01%
+196
417
$5K ﹤0.01%
700
+200
418
$5K ﹤0.01%
35
419
$5K ﹤0.01%
111
-370
420
$5K ﹤0.01%
29
421
$5K ﹤0.01%
+48
422
$5K ﹤0.01%
+95
423
$5K ﹤0.01%
70
424
$5K ﹤0.01%
58
+16
425
$4K ﹤0.01%
+45
15 16
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