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
$669M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1 +$41.1M
2 +$26.5M
3 +$3.2M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.08M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.34M

Top Sells

1 +$484K
2 +$206K
3 +$157K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$143K
5
HEI icon
HEICO Corp
HEI
+$125K

Sector Composition

1 Financials 4.96%
2 Technology 4.41%
3 Healthcare 3.16%
4 Consumer Staples 1.82%
5 Consumer Discretionary 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
451
$6.56K ﹤0.01%
137
+62
452
$6.51K ﹤0.01%
+579
453
$6.49K ﹤0.01%
+56
454
$6.43K ﹤0.01%
560
455
$6.2K ﹤0.01%
330
-6
456
$6.16K ﹤0.01%
15
457
$6.1K ﹤0.01%
+5
458
$6.04K ﹤0.01%
+384
459
$5.97K ﹤0.01%
+5
460
$5.77K ﹤0.01%
200
461
$5.71K ﹤0.01%
100
462
$5.7K ﹤0.01%
13
463
$5.67K ﹤0.01%
+73
464
$5.65K ﹤0.01%
101
465
$5.64K ﹤0.01%
120
+34
466
$5.6K ﹤0.01%
316
-955
467
$5.54K ﹤0.01%
150
468
$5.46K ﹤0.01%
106
469
$5.32K ﹤0.01%
756
470
$5.22K ﹤0.01%
177
471
$5.21K ﹤0.01%
100
472
$5.21K ﹤0.01%
84
473
$5.12K ﹤0.01%
81
+45
474
$4.97K ﹤0.01%
304
475
$4.93K ﹤0.01%
+75