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
$434M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$159K
3
+$125K
4
MDT icon
Medtronic
MDT
+$111K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$101K

Top Sells

1
+$1.05M
2
+$262K
3
+$206K
4
PG icon
Procter & Gamble
PG
+$203K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$161K

Sector Composition

1 Financials 5.51%
2 Technology 4.91%
3 Healthcare 4.07%
4 Consumer Staples 2.64%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2.05K ﹤0.01%
50
452
$1.99K ﹤0.01%
57
-23
453
$1.99K ﹤0.01%
92
454
$1.96K ﹤0.01%
27
455
$1.94K ﹤0.01%
100
-327
456
$1.79K ﹤0.01%
21
-38
457
$1.79K ﹤0.01%
97
458
$1.78K ﹤0.01%
18
459
$1.69K ﹤0.01%
55
460
$1.68K ﹤0.01%
50
461
$1.67K ﹤0.01%
150
462
$1.63K ﹤0.01%
20
463
$1.57K ﹤0.01%
52
-169
464
$1.54K ﹤0.01%
10
465
$1.53K ﹤0.01%
160
466
$1.53K ﹤0.01%
50
467
$1.5K ﹤0.01%
21
468
$1.5K ﹤0.01%
26
469
$1.47K ﹤0.01%
100
470
$1.44K ﹤0.01%
350
471
$1.41K ﹤0.01%
20
472
$1.36K ﹤0.01%
32
473
$1.34K ﹤0.01%
100
474
$1.29K ﹤0.01%
50
475
$1.26K ﹤0.01%
17
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