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
$476M
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$409K
3
+$371K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$323K
5
VB icon
Vanguard Small-Cap ETF
VB
+$263K

Top Sells

1
+$1.18M
2
+$502K
3
+$215K
4
UNP icon
Union Pacific
UNP
+$194K
5
MSFT icon
Microsoft
MSFT
+$186K

Sector Composition

1 Financials 5.45%
2 Technology 5.07%
3 Healthcare 3.82%
4 Consumer Staples 2.4%
5 Industrials 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.86M 0.39%
13,839
+29
27
$1.83M 0.38%
4,146
+287
28
$1.74M 0.37%
4,080
29
$1.72M 0.36%
22,299
30
$1.71M 0.36%
15,912
-50
31
$1.64M 0.34%
14,233
+154
32
$1.62M 0.34%
5,320
33
$1.61M 0.34%
7,326
-474
34
$1.56M 0.33%
10,956
+443
35
$1.55M 0.32%
7,324
36
$1.53M 0.32%
5,215
+62
37
$1.52M 0.32%
8,732
38
$1.51M 0.32%
29,270
+129
39
$1.4M 0.29%
23,284
+73
40
$1.26M 0.26%
5,028
41
$1.2M 0.25%
79,208
-113
42
$1.17M 0.25%
5,759
+220
43
$1.16M 0.24%
3,730
+44
44
$1.11M 0.23%
11,120
-124
45
$1.09M 0.23%
4,946
-145
46
$1.04M 0.22%
5,058
-946
47
$973K 0.2%
12,690
48
$970K 0.2%
14,834
49
$942K 0.2%
20,403
-203
50
$940K 0.2%
3,150
-179
1
2
3 4 5