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
$311M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$9.78M
2
+$848K
3
+$443K
4
VTV icon
Vanguard Value ETF
VTV
+$418K
5
VUG icon
Vanguard Growth ETF
VUG
+$341K

Top Sells

1
+$3.82M
2
+$682K
3
+$541K
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$378K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$327K

Sector Composition

1 Financials 5.78%
2 Technology 4.49%
3 Healthcare 4.43%
4 Consumer Staples 2.92%
5 Industrials 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.28M 0.41%
4,120
-420
27
$1.26M 0.4%
25,941
-75
28
$1.24M 0.4%
3,670
29
$1.21M 0.39%
24,525
+58
30
$1.15M 0.37%
14,848
31
$1.14M 0.37%
30,880
+1,030
32
$1.12M 0.36%
14,144
+101
33
$1.11M 0.36%
4,583
34
$1.11M 0.36%
15,370
+273
35
$1.11M 0.36%
6,498
36
$1.04M 0.33%
9,925
+4,000
37
$971K 0.31%
5,028
38
$962K 0.31%
16,171
+16
39
$953K 0.31%
10,875
40
$943K 0.3%
4,792
+240
41
$888K 0.29%
4,046
-159
42
$877K 0.28%
5,604
+110
43
$875K 0.28%
8,732
44
$867K 0.28%
12,000
45
$863K 0.28%
12,665
+12,440
46
$794K 0.26%
12,876
47
$734K 0.24%
6,970
-517
48
$723K 0.23%
12,592
-909
49
$698K 0.22%
2,513
+46
50
$678K 0.22%
4,555
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