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
$311M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1 +$9.78M
2 +$848K
3 +$443K
4
VTV icon
Vanguard Value ETF
VTV
+$418K
5
VUG icon
Vanguard Growth ETF
VUG
+$341K

Top Sells

1 +$3.82M
2 +$682K
3 +$541K
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$378K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$327K

Sector Composition

1 Financials 5.78%
2 Technology 4.49%
3 Healthcare 4.43%
4 Consumer Staples 2.92%
5 Industrials 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$3K ﹤0.01%
75
402
$2K ﹤0.01%
262
403
$2K ﹤0.01%
33
404
$2K ﹤0.01%
50
405
$2K ﹤0.01%
200
406
$2K ﹤0.01%
36
407
$2K ﹤0.01%
24
408
$2K ﹤0.01%
287
409
$2K ﹤0.01%
116
410
$2K ﹤0.01%
100
411
$2K ﹤0.01%
36
412
$2K ﹤0.01%
200
413
$2K ﹤0.01%
38
414
$2K ﹤0.01%
120
415
$2K ﹤0.01%
80
416
$1K ﹤0.01%
21
417
$1K ﹤0.01%
50
418
$1K ﹤0.01%
20
419
$1K ﹤0.01%
+8
420
$1K ﹤0.01%
41
421
$1K ﹤0.01%
32
422
$1K ﹤0.01%
36
423
$1K ﹤0.01%
+7
424
$1K ﹤0.01%
21
425
$1K ﹤0.01%
+150