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
$476M
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$409K
3
+$371K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$323K
5
VB icon
Vanguard Small-Cap ETF
VB
+$263K

Top Sells

1
+$1.18M
2
+$502K
3
+$215K
4
UNP icon
Union Pacific
UNP
+$194K
5
MSFT icon
Microsoft
MSFT
+$186K

Sector Composition

1 Financials 5.45%
2 Technology 5.07%
3 Healthcare 3.82%
4 Consumer Staples 2.4%
5 Industrials 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$4.41K ﹤0.01%
+35
452
$4.4K ﹤0.01%
150
453
$4.34K ﹤0.01%
200
454
$4.32K ﹤0.01%
13
455
$4.22K ﹤0.01%
36
456
$4.17K ﹤0.01%
180
457
$4.16K ﹤0.01%
63
458
$4.06K ﹤0.01%
139
459
$4.01K ﹤0.01%
+13
460
$3.91K ﹤0.01%
+40
461
$3.8K ﹤0.01%
+31
462
$3.69K ﹤0.01%
104
463
$3.68K ﹤0.01%
277
464
$3.55K ﹤0.01%
+175
465
$3.53K ﹤0.01%
+127
466
$3.46K ﹤0.01%
160
467
$3.46K ﹤0.01%
200
468
$3.44K ﹤0.01%
86
469
$3.44K ﹤0.01%
355
470
$3.42K ﹤0.01%
64
471
$3.38K ﹤0.01%
+20
472
$3.36K ﹤0.01%
60
473
$3.26K ﹤0.01%
+65
474
$3.12K ﹤0.01%
500
475
$3.08K ﹤0.01%
27
+23
17 18
19
20 21