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
$434M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$159K
3
+$125K
4
MDT icon
Medtronic
MDT
+$111K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$101K

Top Sells

1
+$1.05M
2
+$262K
3
+$206K
4
PG icon
Procter & Gamble
PG
+$203K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$161K

Sector Composition

1 Financials 5.51%
2 Technology 4.91%
3 Healthcare 4.07%
4 Consumer Staples 2.64%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$3.99K ﹤0.01%
200
427
$3.98K ﹤0.01%
13
428
$3.9K ﹤0.01%
139
429
$3.79K ﹤0.01%
56
430
$3.73K ﹤0.01%
355
431
$3.52K ﹤0.01%
2,000
432
$3.52K ﹤0.01%
86
433
$3.37K ﹤0.01%
160
434
$3.23K ﹤0.01%
200
435
$3.01K ﹤0.01%
106
436
$2.97K ﹤0.01%
60
-98
437
$2.84K ﹤0.01%
175
438
$2.78K ﹤0.01%
36
439
$2.66K ﹤0.01%
115
440
$2.58K ﹤0.01%
64
441
$2.56K ﹤0.01%
500
442
$2.5K ﹤0.01%
50
443
$2.41K ﹤0.01%
300
444
$2.33K ﹤0.01%
23
-3
445
$2.22K ﹤0.01%
200
446
$2.19K ﹤0.01%
+135
447
$2.14K ﹤0.01%
5
448
$2.11K ﹤0.01%
29
449
$2.1K ﹤0.01%
10
450
$2.08K ﹤0.01%
27
-8
16 17
18
19 20