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
$463M
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.72M
3
+$589K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$529K
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$399K

Top Sells

1
+$608K
2
+$176K
3
+$134K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$99.5K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$88.8K

Sector Composition

1 Financials 5.66%
2 Technology 4.99%
3 Healthcare 3.81%
4 Consumer Staples 2.31%
5 Industrials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2.46K ﹤0.01%
5
452
$2.44K ﹤0.01%
23
453
$2.39K ﹤0.01%
50
454
$2.14K ﹤0.01%
97
455
$2.11K ﹤0.01%
57
456
$1.83K ﹤0.01%
50
457
$1.83K ﹤0.01%
20
458
$1.81K ﹤0.01%
71
-21
459
$1.67K ﹤0.01%
21
460
$1.65K ﹤0.01%
100
461
$1.63K ﹤0.01%
55
462
$1.59K ﹤0.01%
52
463
$1.57K ﹤0.01%
33
464
$1.56K ﹤0.01%
18
465
$1.54K ﹤0.01%
20
466
$1.54K ﹤0.01%
160
467
$1.53K ﹤0.01%
10
468
$1.48K ﹤0.01%
9
469
$1.38K ﹤0.01%
84
470
$1.37K ﹤0.01%
10
471
$1.3K ﹤0.01%
135
472
$1.28K ﹤0.01%
50
473
$1.25K ﹤0.01%
20
-1
474
$1.2K ﹤0.01%
50
475
$1.19K ﹤0.01%
17
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