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
$692M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1 +$10M
2 +$6.59M
3 +$1.05M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$358K

Top Sells

1 +$2.98M
2 +$247K
3 +$239K
4
EGP icon
EastGroup Properties
EGP
+$179K
5
MMM icon
3M
MMM
+$164K

Sector Composition

1 Financials 4.64%
2 Technology 4.55%
3 Healthcare 2.95%
4 Consumer Staples 1.77%
5 Consumer Discretionary 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$7.09K ﹤0.01%
579
427
$7.03K ﹤0.01%
106
428
$6.98K ﹤0.01%
100
429
$6.97K ﹤0.01%
42
430
$6.86K ﹤0.01%
100
431
$6.8K ﹤0.01%
77
432
$6.79K ﹤0.01%
328
-2
433
$6.76K ﹤0.01%
60
-68
434
$6.74K ﹤0.01%
140
435
$6.69K ﹤0.01%
316
436
$6.5K ﹤0.01%
137
437
$6.5K ﹤0.01%
101
438
$6.43K ﹤0.01%
200
439
$6.24K ﹤0.01%
845
440
$6.19K ﹤0.01%
189
+105
441
$6.19K ﹤0.01%
514
442
$6.17K ﹤0.01%
159
+4
443
$6.06K ﹤0.01%
106
444
$5.98K ﹤0.01%
5
445
$5.95K ﹤0.01%
5
446
$5.83K ﹤0.01%
120
447
$5.71K ﹤0.01%
150
448
$5.69K ﹤0.01%
304
449
$5.61K ﹤0.01%
15
450
$5.55K ﹤0.01%
13