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
$692M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$6.59M
3
+$1.05M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$358K

Top Sells

1
+$2.98M
2
+$247K
3
+$239K
4
EGP icon
EastGroup Properties
EGP
+$179K
5
MMM icon
3M
MMM
+$164K

Sector Composition

1 Financials 4.64%
2 Technology 4.55%
3 Healthcare 2.95%
4 Consumer Staples 1.77%
5 Consumer Discretionary 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$5.54K ﹤0.01%
93
+66
452
$5.48K ﹤0.01%
85
453
$5.48K ﹤0.01%
756
454
$5.17K ﹤0.01%
1,470
455
$5.06K ﹤0.01%
100
456
$4.99K ﹤0.01%
100
457
$4.92K ﹤0.01%
43
-100
458
$4.77K ﹤0.01%
50
459
$4.61K ﹤0.01%
1,000
460
$4.58K ﹤0.01%
29
461
$4.5K ﹤0.01%
146
-50
462
$4.34K ﹤0.01%
600
463
$4.05K ﹤0.01%
800
464
$4.01K ﹤0.01%
45
465
$4K ﹤0.01%
86
466
$3.95K ﹤0.01%
47
467
$3.82K ﹤0.01%
100
468
$3.76K ﹤0.01%
29
469
$3.71K ﹤0.01%
+382
470
$3.68K ﹤0.01%
+2,000
471
$3.62K ﹤0.01%
85
472
$3.62K ﹤0.01%
500
473
$3.55K ﹤0.01%
200
474
$3.49K ﹤0.01%
200
475
$3.39K ﹤0.01%
180
17 18
19
20 21