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
$749M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1 +$6.98M
2 +$3.76M
3 +$2.55M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.05M
5
VB icon
Vanguard Small-Cap ETF
VB
+$827K

Top Sells

1 +$781K
2 +$286K
3 +$244K
4
DVN icon
Devon Energy
DVN
+$220K
5
WPP icon
WPP
WPP
+$214K

Sector Composition

1 Financials 4.85%
2 Technology 4.47%
3 Healthcare 2.54%
4 Consumer Discretionary 1.75%
5 Consumer Staples 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$9.48K ﹤0.01%
188
427
$9.3K ﹤0.01%
+88
428
$9.24K ﹤0.01%
742
-34
429
$9.22K ﹤0.01%
500
430
$9.21K ﹤0.01%
78
431
$9.17K ﹤0.01%
218
432
$9.08K ﹤0.01%
1,097
433
$9.05K ﹤0.01%
116
434
$8.99K ﹤0.01%
175
435
$8.97K ﹤0.01%
292
436
$8.96K ﹤0.01%
+1,125
437
$8.88K ﹤0.01%
4,113
438
$8.78K ﹤0.01%
60
439
$8.68K ﹤0.01%
150
-13,495
440
$8.52K ﹤0.01%
128
441
$8.48K ﹤0.01%
259
442
$8.44K ﹤0.01%
59
443
$8.42K ﹤0.01%
+45
444
$8.3K ﹤0.01%
+105
445
$8.28K ﹤0.01%
200
446
$8.24K ﹤0.01%
500
447
$8.06K ﹤0.01%
+163
448
$8.01K ﹤0.01%
61
449
$7.77K ﹤0.01%
229
450
$7.69K ﹤0.01%
82