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
$411M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$2.53M
3
+$556K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$478K
5
VB icon
Vanguard Small-Cap ETF
VB
+$286K

Top Sells

1
+$2.25M
2
+$2.09M
3
+$1.72M
4
ZBH icon
Zimmer Biomet
ZBH
+$510K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$504K

Sector Composition

1 Financials 5.91%
2 Healthcare 4.37%
3 Technology 4.35%
4 Consumer Staples 2.86%
5 Industrials 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.8M 0.44%
37,235
+490
27
$1.76M 0.43%
22,299
28
$1.73M 0.42%
15,662
+63
29
$1.59M 0.39%
11,327
30
$1.53M 0.37%
4,080
-661
31
$1.5M 0.36%
13,487
-2,098
32
$1.48M 0.36%
23,213
33
$1.4M 0.34%
7,304
-210
34
$1.36M 0.33%
5,260
+227
35
$1.33M 0.32%
28,021
+5,687
36
$1.3M 0.32%
5,320
-70
37
$1.29M 0.31%
8,732
38
$1.24M 0.3%
5,970
+276
39
$1.23M 0.3%
3,859
-199
40
$1.16M 0.28%
12,305
-89
41
$1.13M 0.27%
3,577
+228
42
$1.11M 0.27%
5,028
43
$1.06M 0.26%
12,690
44
$1.05M 0.26%
14,834
45
$1.04M 0.25%
5,091
46
$1.01M 0.25%
4,783
-63
47
$998K 0.24%
9,951
-478
48
$971K 0.24%
7,324
+370
49
$964K 0.23%
5,535
+3
50
$927K 0.23%
79,675
-2,736
1
2
3 4 5