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
$411M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$2.53M
3
+$556K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$478K
5
VB icon
Vanguard Small-Cap ETF
VB
+$286K

Top Sells

1
+$2.25M
2
+$2.09M
3
+$1.72M
4
ZBH icon
Zimmer Biomet
ZBH
+$510K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$504K

Sector Composition

1 Financials 5.91%
2 Healthcare 4.37%
3 Technology 4.35%
4 Consumer Staples 2.86%
5 Industrials 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$6.1K ﹤0.01%
39
402
$5.74K ﹤0.01%
26
403
$5.61K ﹤0.01%
+21
404
$5.42K ﹤0.01%
103
405
$5.39K ﹤0.01%
100
406
$5.34K ﹤0.01%
85
407
$5.12K ﹤0.01%
156
+2
408
$5.04K ﹤0.01%
113
409
$5.01K ﹤0.01%
560
410
$4.99K ﹤0.01%
500
411
$4.91K ﹤0.01%
609
412
$4.86K ﹤0.01%
427
413
$4.84K ﹤0.01%
100
-115
414
$4.76K ﹤0.01%
150
415
$4.7K ﹤0.01%
63
416
$4.59K ﹤0.01%
225
417
$4.52K ﹤0.01%
100
418
$4.5K ﹤0.01%
100
419
$4.47K ﹤0.01%
163
420
$4.46K ﹤0.01%
100
421
$4.36K ﹤0.01%
180
422
$4.23K ﹤0.01%
104
423
$4.16K ﹤0.01%
59
+16
424
$4.05K ﹤0.01%
13
425
$4.02K ﹤0.01%
200
15 16
17
18 19