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
$463M
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.72M
3
+$589K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$529K
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$399K

Top Sells

1
+$608K
2
+$176K
3
+$134K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$99.5K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$88.8K

Sector Composition

1 Financials 5.66%
2 Technology 4.99%
3 Healthcare 3.81%
4 Consumer Staples 2.31%
5 Industrials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$6.37K ﹤0.01%
26
402
$6.36K ﹤0.01%
105
403
$6.33K ﹤0.01%
67
404
$6.3K ﹤0.01%
100
405
$6.05K ﹤0.01%
77
406
$5.99K ﹤0.01%
845
407
$5.94K ﹤0.01%
42
-55
408
$5.83K ﹤0.01%
336
409
$5.82K ﹤0.01%
100
410
$5.72K ﹤0.01%
37
411
$5.66K ﹤0.01%
15
-100
412
$5.41K ﹤0.01%
200
413
$5.36K ﹤0.01%
100
414
$5.28K ﹤0.01%
2,000
415
$5.17K ﹤0.01%
113
416
$5.16K ﹤0.01%
150
417
$5.15K ﹤0.01%
43
-100
418
$5.1K ﹤0.01%
36
419
$5.03K ﹤0.01%
160
420
$4.99K ﹤0.01%
560
421
$4.47K ﹤0.01%
100
422
$4.29K ﹤0.01%
13
423
$4.25K ﹤0.01%
756
424
$4.23K ﹤0.01%
100
425
$4.19K ﹤0.01%
180
15 16
17
18 19