CFFP

Center for Financial Planning Portfolio holdings

AUM $936M
1-Year Est. Return 13.21%
This Quarter Est. Return
1 Year Est. Return
+13.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$783M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1 +$34.4M
2 +$2.37M
3 +$2.13M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.91M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.53M

Top Sells

1 +$2.32M
2 +$568K
3 +$422K
4
RJF icon
Raymond James Financial
RJF
+$358K
5
AAPL icon
Apple
AAPL
+$300K

Sector Composition

1 Financials 4.97%
2 Technology 3.55%
3 Healthcare 2.66%
4 Consumer Staples 1.62%
5 Consumer Discretionary 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
426
$15.2K ﹤0.01%
240
427
$15K ﹤0.01%
65
428
$14.8K ﹤0.01%
424
429
$14.7K ﹤0.01%
+1,450
430
$14.7K ﹤0.01%
320
431
$14.4K ﹤0.01%
1,000
432
$14.3K ﹤0.01%
566
433
$14.3K ﹤0.01%
2,196
+78
434
$14.2K ﹤0.01%
147
+2
435
$13.9K ﹤0.01%
700
436
$13.8K ﹤0.01%
+147
437
$13.5K ﹤0.01%
100
438
$13.3K ﹤0.01%
500
439
$13.1K ﹤0.01%
1,324
440
$13.1K ﹤0.01%
432
441
$12.9K ﹤0.01%
510
442
$12.9K ﹤0.01%
200
443
$12.9K ﹤0.01%
200
444
$12.9K ﹤0.01%
115
-23
445
$12.9K ﹤0.01%
300
446
$12.9K ﹤0.01%
131
447
$12.6K ﹤0.01%
216
448
$12.6K ﹤0.01%
76
449
$12.3K ﹤0.01%
283
450
$12.2K ﹤0.01%
71