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
$476M
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$409K
3
+$371K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$323K
5
VB icon
Vanguard Small-Cap ETF
VB
+$263K

Top Sells

1
+$1.18M
2
+$502K
3
+$215K
4
UNP icon
Union Pacific
UNP
+$194K
5
MSFT icon
Microsoft
MSFT
+$186K

Sector Composition

1 Financials 5.45%
2 Technology 5.07%
3 Healthcare 3.82%
4 Consumer Staples 2.4%
5 Industrials 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$8.04K ﹤0.01%
2,000
402
$7.99K ﹤0.01%
146
403
$7.94K ﹤0.01%
100
404
$7.92K ﹤0.01%
1,097
405
$7.9K ﹤0.01%
225
406
$7.82K ﹤0.01%
283
407
$7.82K ﹤0.01%
45
408
$7.81K ﹤0.01%
845
409
$7.78K ﹤0.01%
60
410
$7.75K ﹤0.01%
+140
411
$7.74K ﹤0.01%
218
412
$7.73K ﹤0.01%
818
413
$7.71K ﹤0.01%
100
414
$7.66K ﹤0.01%
102
415
$7.55K ﹤0.01%
540
416
$7.52K ﹤0.01%
220
417
$7.42K ﹤0.01%
23
418
$7.19K ﹤0.01%
10
419
$7.15K ﹤0.01%
106
420
$6.99K ﹤0.01%
336
-20
421
$6.97K ﹤0.01%
82
422
$6.69K ﹤0.01%
+118
423
$6.67K ﹤0.01%
+239
424
$6.66K ﹤0.01%
156
-200
425
$6.63K ﹤0.01%
560
15 16
17
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