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
$411M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$2.53M
3
+$556K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$478K
5
VB icon
Vanguard Small-Cap ETF
VB
+$286K

Top Sells

1
+$2.25M
2
+$2.09M
3
+$1.72M
4
ZBH icon
Zimmer Biomet
ZBH
+$510K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$504K

Sector Composition

1 Financials 5.91%
2 Healthcare 4.37%
3 Technology 4.35%
4 Consumer Staples 2.86%
5 Industrials 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2.46K ﹤0.01%
10
452
$2.32K ﹤0.01%
2,000
453
$2.28K ﹤0.01%
87
454
$2.27K ﹤0.01%
+300
455
$2.26K ﹤0.01%
50
456
$2.18K ﹤0.01%
+15
457
$2.16K ﹤0.01%
33
458
$2.15K ﹤0.01%
64
459
$2.13K ﹤0.01%
29
460
$2.12K ﹤0.01%
200
461
$1.96K ﹤0.01%
50
462
$1.95K ﹤0.01%
55
463
$1.88K ﹤0.01%
2,848
464
$1.81K ﹤0.01%
27
465
$1.76K ﹤0.01%
18
466
$1.73K ﹤0.01%
50
467
$1.73K ﹤0.01%
97
468
$1.71K ﹤0.01%
160
469
$1.6K ﹤0.01%
26
470
$1.52K ﹤0.01%
20
471
$1.49K ﹤0.01%
150
472
$1.45K ﹤0.01%
5
473
$1.44K ﹤0.01%
10
474
$1.38K ﹤0.01%
48
475
$1.37K ﹤0.01%
20
17 18
19
20 21