CFFP

Center for Financial Planning Portfolio holdings

AUM $936M
1-Year Est. Return 13.21%
This Quarter Est. Return
1 Year Est. Return
+13.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$783M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$2.37M
3
+$2.13M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.91M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.53M

Top Sells

1
+$2.32M
2
+$568K
3
+$422K
4
RJF icon
Raymond James Financial
RJF
+$358K
5
AAPL icon
Apple
AAPL
+$300K

Sector Composition

1 Financials 4.97%
2 Technology 3.55%
3 Healthcare 2.66%
4 Consumer Staples 1.62%
5 Consumer Discretionary 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$12.2K ﹤0.01%
+112
452
$12.1K ﹤0.01%
105
-3
453
$11.9K ﹤0.01%
149
454
$11.9K ﹤0.01%
45
455
$11.8K ﹤0.01%
56
456
$11.8K ﹤0.01%
100
457
$11.8K ﹤0.01%
170
-123
458
$11.7K ﹤0.01%
371
459
$11.6K ﹤0.01%
1,278
460
$11.4K ﹤0.01%
579
461
$11.4K ﹤0.01%
272
-1,000
462
$11.3K ﹤0.01%
38
463
$11.3K ﹤0.01%
100
464
$11K ﹤0.01%
110
465
$10.7K ﹤0.01%
5,000
466
$10.5K ﹤0.01%
229
467
$10.5K ﹤0.01%
+1,094
468
$10.5K ﹤0.01%
1,470
469
$10.3K ﹤0.01%
+87
470
$10.2K ﹤0.01%
100
-50
471
$10K ﹤0.01%
105
472
$9.98K ﹤0.01%
500
473
$9.85K ﹤0.01%
30
474
$9.74K ﹤0.01%
246
475
$9.53K ﹤0.01%
188
17 18
19
20 21