CFFP
Center for Financial Planning Portfolio holdings
AUM
$872M
1-Year Return
13.41%
This Quarter Return
+7.23%
1 Year Return
+13.41%
3 Year Return
+54.48%
5 Year Return
+93.13%
10 Year Return
–
AUM
$383M
AUM Growth
+$30.1M
(+8.5%)
Cap. Flow
+$5.53M
Cap. Flow
% of AUM
1.44%
Top 10 Holdings %
Top 10 Hldgs %
71.11%
Holding
547
New
71
Increased
89
Reduced
46
Closed
16
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$3.94M |
| 2 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
$1.2M |
| 3 |
Vanguard FTSE Developed Markets ETF
VEA
|
$1.13M |
| 4 |
SPDR S&P 500 ETF Trust
SPY
|
$1.06M |
| 5 |
iShares Core S&P Small-Cap ETF
IJR
|
$529K |
Top Sells
| 1 |
Vanguard Small-Cap Value ETF
VBR
|
$5.65M |
| 2 |
Vanguard Small-Cap ETF
VB
|
$506K |
| 3 |
iShares Core US Aggregate Bond ETF
AGG
|
$308K |
| 4 |
Aon
AON
|
$196K |
| 5 |
Vanguard Total International Stock ETF
VXUS
|
$171K |
Sector Composition
| 1 | Financials | 5.94% |
| 2 | Technology | 4.33% |
| 3 | Healthcare | 4.03% |
| 4 | Industrials | 2.65% |
| 5 | Consumer Staples | 2.34% |
