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
$692M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1 +$10M
2 +$6.59M
3 +$1.05M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$358K

Top Sells

1 +$2.98M
2 +$247K
3 +$239K
4
EGP icon
EastGroup Properties
EGP
+$179K
5
MMM icon
3M
MMM
+$164K

Sector Composition

1 Financials 4.64%
2 Technology 4.55%
3 Healthcare 2.95%
4 Consumer Staples 1.77%
5 Consumer Discretionary 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$9.34K ﹤0.01%
187
402
$9.3K ﹤0.01%
560
403
$9.15K ﹤0.01%
45
404
$9.15K ﹤0.01%
100
-152
405
$9.01K ﹤0.01%
292
406
$8.88K ﹤0.01%
59
407
$8.77K ﹤0.01%
82
408
$8.7K ﹤0.01%
118
409
$8.65K ﹤0.01%
814
-112
410
$8.61K ﹤0.01%
175
411
$8.58K ﹤0.01%
326
412
$8.48K ﹤0.01%
64
413
$8.43K ﹤0.01%
259
414
$8.39K ﹤0.01%
218
415
$8.38K ﹤0.01%
+30
416
$8.36K ﹤0.01%
60
417
$8.28K ﹤0.01%
100
418
$8.07K ﹤0.01%
+1,582
419
$8.05K ﹤0.01%
57
420
$8.03K ﹤0.01%
26
421
$7.77K ﹤0.01%
229
422
$7.72K ﹤0.01%
400
423
$7.38K ﹤0.01%
61
424
$7.32K ﹤0.01%
1,097
425
$7.12K ﹤0.01%
363