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
$544M
AUM Growth
+$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$3.91M
3
+$3.79M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$2.87M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.49M

Top Sells

1
+$672K
2
+$354K
3
+$310K
4
KEYS icon
Keysight
KEYS
+$282K
5
PXD
Pioneer Natural Resource Co.
PXD
+$202K

Sector Composition

1 Financials 5.13%
2 Technology 4.9%
3 Healthcare 3.33%
4 Consumer Staples 2.05%
5 Industrials 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$2.9K ﹤0.01%
5
452
$2.9K ﹤0.01%
79
+1
453
$2.79K ﹤0.01%
64
454
$2.73K ﹤0.01%
139
455
$2.7K ﹤0.01%
174
456
$2.64K ﹤0.01%
50
457
$2.04K ﹤0.01%
71
458
$2.02K ﹤0.01%
18
459
$2K ﹤0.01%
100
460
$1.99K ﹤0.01%
10
461
$1.87K ﹤0.01%
55
462
$1.85K ﹤0.01%
36
+32
463
$1.83K ﹤0.01%
97
464
$1.82K ﹤0.01%
50
465
$1.81K ﹤0.01%
21
466
$1.81K ﹤0.01%
52
467
$1.73K ﹤0.01%
9
468
$1.7K ﹤0.01%
160
469
$1.61K ﹤0.01%
20
470
$1.56K ﹤0.01%
20
471
$1.47K ﹤0.01%
84
472
$1.43K ﹤0.01%
+43
473
$1.36K ﹤0.01%
10
474
$1.36K ﹤0.01%
50
475
$1.26K ﹤0.01%
20
17 18
19
20 21