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
$296M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$2.06M
3
+$866K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$823K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$704K

Top Sells

1
+$35.2M
2
+$3.98M
3
+$2.31M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.26M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.1M

Sector Composition

1 Financials 5.13%
2 Healthcare 4.03%
3 Technology 3.39%
4 Consumer Staples 2.77%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$4K ﹤0.01%
200
-48
452
$3K ﹤0.01%
+65
453
$3K ﹤0.01%
100
454
$3K ﹤0.01%
+146
455
$3K ﹤0.01%
8
456
$3K ﹤0.01%
53
+50
457
$3K ﹤0.01%
78
458
$3K ﹤0.01%
+46
459
$3K ﹤0.01%
+17
460
$3K ﹤0.01%
100
461
$3K ﹤0.01%
5
462
$3K ﹤0.01%
+175
463
$3K ﹤0.01%
+25
464
$3K ﹤0.01%
+30
465
$3K ﹤0.01%
104
-116
466
$3K ﹤0.01%
31
467
$3K ﹤0.01%
29
468
$3K ﹤0.01%
+125
469
$3K ﹤0.01%
106
470
$3K ﹤0.01%
+151
471
$3K ﹤0.01%
100
472
$3K ﹤0.01%
+146
473
$3K ﹤0.01%
200
+84
474
$3K ﹤0.01%
+48
475
$3K ﹤0.01%
62
17 18
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