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
$463M
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.72M
3
+$589K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$529K
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$399K

Top Sells

1
+$608K
2
+$176K
3
+$134K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$99.5K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$88.8K

Sector Composition

1 Financials 5.66%
2 Technology 4.99%
3 Healthcare 3.81%
4 Consumer Staples 2.31%
5 Industrials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$4.17K ﹤0.01%
304
-305
427
$3.98K ﹤0.01%
239
428
$3.96K ﹤0.01%
418
-400
429
$3.88K ﹤0.01%
257
-20
430
$3.76K ﹤0.01%
85
431
$3.65K ﹤0.01%
106
432
$3.59K ﹤0.01%
1,000
433
$3.5K ﹤0.01%
104
434
$3.31K ﹤0.01%
63
435
$3.23K ﹤0.01%
200
436
$3.21K ﹤0.01%
500
437
$3.21K ﹤0.01%
355
438
$3.21K ﹤0.01%
86
439
$2.94K ﹤0.01%
100
440
$2.92K ﹤0.01%
115
441
$2.88K ﹤0.01%
64
442
$2.83K ﹤0.01%
139
443
$2.83K ﹤0.01%
174
-1
444
$2.78K ﹤0.01%
175
445
$2.77K ﹤0.01%
160
446
$2.64K ﹤0.01%
29
447
$2.61K ﹤0.01%
78
-80
448
$2.59K ﹤0.01%
200
449
$2.55K ﹤0.01%
60
450
$2.5K ﹤0.01%
500
16 17
18
19 20