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
$434M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$159K
3
+$125K
4
MDT icon
Medtronic
MDT
+$111K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$101K

Top Sells

1
+$1.05M
2
+$262K
3
+$206K
4
PG icon
Procter & Gamble
PG
+$203K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$161K

Sector Composition

1 Financials 5.51%
2 Technology 4.91%
3 Healthcare 4.07%
4 Consumer Staples 2.64%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.79M 0.41%
17,638
-66
27
$1.75M 0.4%
15,962
+300
28
$1.68M 0.39%
22,299
29
$1.59M 0.37%
7,800
+496
30
$1.52M 0.35%
29,141
+1,120
31
$1.52M 0.35%
5,320
32
$1.5M 0.35%
14,079
+592
33
$1.49M 0.34%
3,859
34
$1.47M 0.34%
5,153
-107
35
$1.46M 0.34%
7,324
36
$1.45M 0.34%
4,080
37
$1.45M 0.33%
10,513
-814
38
$1.44M 0.33%
8,732
39
$1.44M 0.33%
23,211
-2
40
$1.22M 0.28%
5,028
41
$1.21M 0.28%
6,004
+34
42
$1.09M 0.25%
3,686
+109
43
$1.09M 0.25%
11,244
-1,061
44
$1.08M 0.25%
12,690
45
$1.07M 0.25%
5,091
46
$1.03M 0.24%
5,539
+4
47
$1.02M 0.23%
14,834
48
$999K 0.23%
79,321
-354
49
$977K 0.23%
4,783
50
$934K 0.22%
9,897
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