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
$296M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$2.06M
3
+$866K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$823K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$704K

Top Sells

1
+$35.2M
2
+$3.98M
3
+$2.31M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.26M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.1M

Sector Composition

1 Financials 5.13%
2 Healthcare 4.03%
3 Technology 3.39%
4 Consumer Staples 2.77%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.1M 0.37%
13,987
+319
27
$1.1M 0.37%
15,221
-1,012
28
$1.07M 0.36%
14,538
+606
29
$1.05M 0.36%
6,350
+2,214
30
$1.02M 0.34%
18,544
31
$1.01M 0.34%
4,649
+38
32
$1M 0.34%
12,801
+7,464
33
$989K 0.33%
3,836
+3,359
34
$988K 0.33%
14,893
-1,718
35
$962K 0.33%
4,540
+98
36
$898K 0.3%
16,722
+696
37
$883K 0.3%
5,636
+954
38
$882K 0.3%
14,000
39
$838K 0.28%
6,498
40
$829K 0.28%
10,875
+200
41
$823K 0.28%
+16,464
42
$807K 0.27%
5,602
43
$755K 0.26%
13,454
+12,014
44
$751K 0.25%
8,773
45
$724K 0.24%
5,093
+65
46
$724K 0.24%
4,817
+4,684
47
$707K 0.24%
11,908
+153
48
$679K 0.23%
12,876
49
$652K 0.22%
4,626
-168
50
$650K 0.22%
5,491
-194
1
2
3 4 5