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
$749M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$3.76M
3
+$2.55M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.05M
5
VB icon
Vanguard Small-Cap ETF
VB
+$827K

Top Sells

1
+$781K
2
+$286K
3
+$244K
4
DVN icon
Devon Energy
DVN
+$220K
5
WPP icon
WPP
WPP
+$214K

Sector Composition

1 Financials 4.85%
2 Technology 4.47%
3 Healthcare 2.54%
4 Consumer Discretionary 1.75%
5 Consumer Staples 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$7.44K ﹤0.01%
215
452
$7.38K ﹤0.01%
65
453
$7.36K ﹤0.01%
363
454
$7.27K ﹤0.01%
+39
455
$7.22K ﹤0.01%
85
456
$7.15K ﹤0.01%
140
457
$7.06K ﹤0.01%
+37
458
$7.02K ﹤0.01%
+112
459
$6.98K ﹤0.01%
+732
460
$6.92K ﹤0.01%
756
461
$6.91K ﹤0.01%
80
-23
462
$6.75K ﹤0.01%
316
463
$6.5K ﹤0.01%
57
464
$6.49K ﹤0.01%
159
465
$6.48K ﹤0.01%
77
466
$6.45K ﹤0.01%
101
467
$6.44K ﹤0.01%
26
-63
468
$6.42K ﹤0.01%
106
469
$6.41K ﹤0.01%
+113
470
$6.36K ﹤0.01%
15
471
$6.1K ﹤0.01%
5
472
$6.03K ﹤0.01%
560
473
$5.97K ﹤0.01%
5
474
$5.77K ﹤0.01%
100
475
$5.74K ﹤0.01%
100
17 18
19
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