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
$434M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$159K
3
+$125K
4
MDT icon
Medtronic
MDT
+$111K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$101K

Top Sells

1
+$1.05M
2
+$262K
3
+$206K
4
PG icon
Procter & Gamble
PG
+$203K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$161K

Sector Composition

1 Financials 5.51%
2 Technology 4.91%
3 Healthcare 4.07%
4 Consumer Staples 2.64%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$6.21K ﹤0.01%
+77
402
$6.19K ﹤0.01%
15
403
$6.18K ﹤0.01%
609
404
$6.17K ﹤0.01%
100
405
$6.12K ﹤0.01%
26
406
$5.84K ﹤0.01%
85
407
$5.68K ﹤0.01%
17
408
$5.61K ﹤0.01%
225
409
$5.52K ﹤0.01%
756
410
$5.52K ﹤0.01%
67
+31
411
$5.44K ﹤0.01%
100
412
$5.34K ﹤0.01%
156
413
$5.29K ﹤0.01%
105
414
$5.14K ﹤0.01%
1,000
415
$5.11K ﹤0.01%
113
416
$5.03K ﹤0.01%
+36
417
$4.94K ﹤0.01%
37
418
$4.94K ﹤0.01%
100
419
$4.89K ﹤0.01%
63
420
$4.72K ﹤0.01%
500
421
$4.66K ﹤0.01%
150
422
$4.58K ﹤0.01%
175
423
$4.09K ﹤0.01%
277
424
$4.04K ﹤0.01%
180
425
$4.02K ﹤0.01%
104
15 16
17
18 19