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
$463M
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.72M
3
+$589K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$529K
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$399K

Top Sells

1
+$608K
2
+$176K
3
+$134K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$99.5K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$88.8K

Sector Composition

1 Financials 5.66%
2 Technology 4.99%
3 Healthcare 3.81%
4 Consumer Staples 2.31%
5 Industrials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.76M 0.38%
4,047
-33
27
$1.73M 0.37%
17,844
+69
28
$1.71M 0.37%
10,117
-118
29
$1.63M 0.35%
3,932
-214
30
$1.59M 0.34%
22,299
31
$1.57M 0.34%
29,276
+6
32
$1.55M 0.34%
7,317
-9
33
$1.55M 0.33%
15,022
+789
34
$1.54M 0.33%
5,656
+441
35
$1.52M 0.33%
11,010
+54
36
$1.49M 0.32%
7,351
+27
37
$1.44M 0.31%
5,287
-33
38
$1.3M 0.28%
8,732
39
$1.3M 0.28%
23,211
-73
40
$1.25M 0.27%
4,124
+394
41
$1.16M 0.25%
5,028
42
$1.13M 0.24%
5,752
-7
43
$1.1M 0.24%
24,243
+8,808
44
$1.04M 0.23%
5,120
+62
45
$1.03M 0.22%
4,946
46
$1.03M 0.22%
10,918
-202
47
$978K 0.21%
78,711
-497
48
$933K 0.2%
4,374
+78
49
$875K 0.19%
10,540
-20
50
$869K 0.19%
19,872
-531
1
2
3 4 5