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
$544M
AUM Growth
+$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$3.91M
3
+$3.79M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$2.87M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.49M

Top Sells

1
+$672K
2
+$354K
3
+$310K
4
KEYS icon
Keysight
KEYS
+$282K
5
PXD
Pioneer Natural Resource Co.
PXD
+$202K

Sector Composition

1 Financials 5.13%
2 Technology 4.9%
3 Healthcare 3.33%
4 Consumer Staples 2.05%
5 Industrials 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$7.54K ﹤0.01%
175
402
$7.21K ﹤0.01%
845
403
$7.19K ﹤0.01%
540
404
$7.15K ﹤0.01%
+61
405
$7.12K ﹤0.01%
26
406
$7.09K ﹤0.01%
1,000
407
$6.95K ﹤0.01%
37
408
$6.78K ﹤0.01%
+101
409
$6.64K ﹤0.01%
42
410
$6.59K ﹤0.01%
77
411
$6.58K ﹤0.01%
85
412
$6.06K ﹤0.01%
100
413
$6K ﹤0.01%
15
414
$5.64K ﹤0.01%
304
415
$5.54K ﹤0.01%
200
416
$5.38K ﹤0.01%
756
417
$5.21K ﹤0.01%
113
418
$4.99K ﹤0.01%
43
419
$4.97K ﹤0.01%
100
420
$4.94K ﹤0.01%
13
421
$4.93K ﹤0.01%
31
-1,775
422
$4.85K ﹤0.01%
336
423
$4.81K ﹤0.01%
150
424
$4.76K ﹤0.01%
239
425
$4.76K ﹤0.01%
160
15 16
17
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