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
$544M
AUM Growth
+$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$3.91M
3
+$3.79M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$2.87M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.49M

Top Sells

1
+$672K
2
+$354K
3
+$310K
4
KEYS icon
Keysight
KEYS
+$282K
5
PXD
Pioneer Natural Resource Co.
PXD
+$202K

Sector Composition

1 Financials 5.13%
2 Technology 4.9%
3 Healthcare 3.33%
4 Consumer Staples 2.05%
5 Industrials 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$4.68K ﹤0.01%
36
427
$4.57K ﹤0.01%
100
428
$4.47K ﹤0.01%
215
-42
429
$4.46K ﹤0.01%
+800
430
$4.19K ﹤0.01%
106
431
$4.11K ﹤0.01%
+50
432
$3.85K ﹤0.01%
104
433
$3.8K ﹤0.01%
180
434
$3.76K ﹤0.01%
47
-42
435
$3.66K ﹤0.01%
86
436
$3.64K ﹤0.01%
418
437
$3.63K ﹤0.01%
1,000
438
$3.61K ﹤0.01%
200
439
$3.52K ﹤0.01%
100
440
$3.52K ﹤0.01%
29
441
$3.42K ﹤0.01%
500
442
$3.23K ﹤0.01%
63
443
$3.22K ﹤0.01%
355
444
$3.12K ﹤0.01%
+85
445
$3.06K ﹤0.01%
500
446
$3.04K ﹤0.01%
175
447
$3.02K ﹤0.01%
75
+18
448
$2.98K ﹤0.01%
200
449
$2.96K ﹤0.01%
160
450
$2.92K ﹤0.01%
23
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