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
$411M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$2.53M
3
+$556K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$478K
5
VB icon
Vanguard Small-Cap ETF
VB
+$286K

Top Sells

1
+$2.25M
2
+$2.09M
3
+$1.72M
4
ZBH icon
Zimmer Biomet
ZBH
+$510K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$504K

Sector Composition

1 Financials 5.91%
2 Healthcare 4.37%
3 Technology 4.35%
4 Consumer Staples 2.86%
5 Industrials 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3.97K ﹤0.01%
175
427
$3.81K ﹤0.01%
17
+4
428
$3.74K ﹤0.01%
14
-20
429
$3.59K ﹤0.01%
52
430
$3.58K ﹤0.01%
17
431
$3.56K ﹤0.01%
115
432
$3.56K ﹤0.01%
56
433
$3.55K ﹤0.01%
36
434
$3.46K ﹤0.01%
355
435
$3.27K ﹤0.01%
86
-21
436
$3.25K ﹤0.01%
200
437
$3.11K ﹤0.01%
315
438
$3.08K ﹤0.01%
277
-60
439
$2.92K ﹤0.01%
37
440
$2.91K ﹤0.01%
160
-140
441
$2.9K ﹤0.01%
500
442
$2.78K ﹤0.01%
92
443
$2.75K ﹤0.01%
36
444
$2.69K ﹤0.01%
+8
445
$2.63K ﹤0.01%
80
446
$2.61K ﹤0.01%
35
447
$2.6K ﹤0.01%
26
-11
448
$2.58K ﹤0.01%
139
449
$2.52K ﹤0.01%
106
450
$2.5K ﹤0.01%
175
16 17
18
19 20