CFFP

Center for Financial Planning Portfolio holdings

AUM $936M
1-Year Est. Return 13.21%
This Quarter Est. Return
1 Year Est. Return
+13.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$783M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1 +$34.4M
2 +$2.37M
3 +$2.13M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.91M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.53M

Top Sells

1 +$2.32M
2 +$568K
3 +$422K
4
RJF icon
Raymond James Financial
RJF
+$358K
5
AAPL icon
Apple
AAPL
+$300K

Sector Composition

1 Financials 4.97%
2 Technology 3.55%
3 Healthcare 2.66%
4 Consumer Staples 1.62%
5 Consumer Discretionary 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$18.3K ﹤0.01%
+359
402
$18.3K ﹤0.01%
300
403
$18.2K ﹤0.01%
141
+133
404
$17.8K ﹤0.01%
56
405
$17.7K ﹤0.01%
904
406
$17.5K ﹤0.01%
150
407
$17.4K ﹤0.01%
+220
408
$17.3K ﹤0.01%
+72
409
$17.2K ﹤0.01%
366
+280
410
$17.2K ﹤0.01%
87
411
$17.1K ﹤0.01%
+600
412
$16.9K ﹤0.01%
94
413
$16.8K ﹤0.01%
115
414
$16.8K ﹤0.01%
133
+17
415
$16.7K ﹤0.01%
2,000
416
$16.2K ﹤0.01%
136
417
$16.1K ﹤0.01%
126
418
$16.1K ﹤0.01%
113
419
$15.9K ﹤0.01%
+552
420
$15.8K ﹤0.01%
200
421
$15.7K ﹤0.01%
75
422
$15.4K ﹤0.01%
+89
423
$15.4K ﹤0.01%
438
424
$15.3K ﹤0.01%
28
425
$15.2K ﹤0.01%
160