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
$749M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1 +$6.98M
2 +$3.76M
3 +$2.55M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.05M
5
VB icon
Vanguard Small-Cap ETF
VB
+$827K

Top Sells

1 +$781K
2 +$286K
3 +$244K
4
DVN icon
Devon Energy
DVN
+$220K
5
WPP icon
WPP
WPP
+$214K

Sector Composition

1 Financials 4.85%
2 Technology 4.47%
3 Healthcare 2.54%
4 Consumer Discretionary 1.75%
5 Consumer Staples 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$12.1K ﹤0.01%
200
402
$12K ﹤0.01%
131
403
$11.9K ﹤0.01%
149
404
$11.9K ﹤0.01%
+173
405
$11.7K ﹤0.01%
302
406
$11.7K ﹤0.01%
1,324
407
$11.4K ﹤0.01%
216
408
$11.1K ﹤0.01%
+371
409
$11K ﹤0.01%
100
410
$10.9K ﹤0.01%
200
411
$10.8K ﹤0.01%
45
412
$10.8K ﹤0.01%
+510
413
$10.8K ﹤0.01%
100
414
$10.7K ﹤0.01%
110
415
$10.5K ﹤0.01%
38
416
$10.2K ﹤0.01%
1,104
417
$10.2K ﹤0.01%
5,000
+2,000
418
$10.2K ﹤0.01%
40
419
$10K ﹤0.01%
246
420
$9.95K ﹤0.01%
45
-100
421
$9.92K ﹤0.01%
187
422
$9.86K ﹤0.01%
+42
423
$9.82K ﹤0.01%
30
424
$9.76K ﹤0.01%
+35
425
$9.69K ﹤0.01%
349