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
$476M
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1 +$16.3M
2 +$409K
3 +$371K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$323K
5
VB icon
Vanguard Small-Cap ETF
VB
+$263K

Top Sells

1 +$1.18M
2 +$502K
3 +$215K
4
UNP icon
Union Pacific
UNP
+$194K
5
MSFT icon
Microsoft
MSFT
+$186K

Sector Composition

1 Financials 5.45%
2 Technology 5.07%
3 Healthcare 3.82%
4 Consumer Staples 2.4%
5 Industrials 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$6.62K ﹤0.01%
26
427
$6.54K ﹤0.01%
100
428
$6.48K ﹤0.01%
+283
429
$6.46K ﹤0.01%
100
430
$6.42K ﹤0.01%
160
431
$6.38K ﹤0.01%
77
432
$6.37K ﹤0.01%
103
433
$6.17K ﹤0.01%
100
434
$6.06K ﹤0.01%
+1,470
435
$6.04K ﹤0.01%
105
436
$6.01K ﹤0.01%
17
437
$5.94K ﹤0.01%
37
438
$5.88K ﹤0.01%
67
439
$5.66K ﹤0.01%
85
440
$5.53K ﹤0.01%
158
+2
441
$5.5K ﹤0.01%
756
442
$5.49K ﹤0.01%
+100
443
$5.48K ﹤0.01%
175
444
$5.39K ﹤0.01%
100
445
$5.17K ﹤0.01%
+66
446
$5.16K ﹤0.01%
1,000
447
$5.12K ﹤0.01%
113
448
$4.7K ﹤0.01%
100
449
$4.57K ﹤0.01%
500
450
$4.48K ﹤0.01%
+23