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
$669M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1 +$41.1M
2 +$26.5M
3 +$3.2M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.08M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.34M

Top Sells

1 +$484K
2 +$206K
3 +$157K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$143K
5
HEI icon
HEICO Corp
HEI
+$125K

Sector Composition

1 Financials 4.96%
2 Technology 4.41%
3 Healthcare 3.16%
4 Consumer Staples 1.82%
5 Consumer Discretionary 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$10.5K ﹤0.01%
40
+4
402
$10.5K ﹤0.01%
65
403
$10.4K ﹤0.01%
45
404
$10.3K ﹤0.01%
+349
405
$10.3K ﹤0.01%
187
406
$10.3K ﹤0.01%
142
407
$9.88K ﹤0.01%
82
408
$9.77K ﹤0.01%
37
409
$9.68K ﹤0.01%
100
410
$9.63K ﹤0.01%
10
411
$9.61K ﹤0.01%
+268
412
$9.59K ﹤0.01%
103
413
$9.56K ﹤0.01%
+1,000
414
$9.51K ﹤0.01%
188
415
$9.31K ﹤0.01%
57
+50
416
$9.08K ﹤0.01%
400
417
$9K ﹤0.01%
292
418
$8.96K ﹤0.01%
38
419
$8.87K ﹤0.01%
64
420
$8.78K ﹤0.01%
218
421
$8.57K ﹤0.01%
59
422
$8.54K ﹤0.01%
118
423
$8.47K ﹤0.01%
259
424
$8.37K ﹤0.01%
514
425
$8.32K ﹤0.01%
845