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
$544M
AUM Growth
+$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$3.91M
3
+$3.79M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$2.87M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.49M

Top Sells

1
+$672K
2
+$354K
3
+$310K
4
KEYS icon
Keysight
KEYS
+$282K
5
PXD
Pioneer Natural Resource Co.
PXD
+$202K

Sector Composition

1 Financials 5.13%
2 Technology 4.9%
3 Healthcare 3.33%
4 Consumer Staples 2.05%
5 Industrials 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.93M 0.36%
7,351
27
$1.9M 0.35%
12,726
-460
28
$1.89M 0.35%
3,915
-17
29
$1.79M 0.33%
5,159
+1,035
30
$1.78M 0.33%
22,299
31
$1.78M 0.33%
5,670
+14
32
$1.74M 0.32%
7,325
+8
33
$1.72M 0.32%
10,112
-5
34
$1.64M 0.3%
15,044
+22
35
$1.64M 0.3%
10,956
-54
36
$1.58M 0.29%
5,287
37
$1.56M 0.29%
3,377
-670
38
$1.56M 0.29%
15,601
-150
39
$1.48M 0.27%
29,329
+53
40
$1.38M 0.25%
23,411
+200
41
$1.32M 0.24%
5,028
42
$1.28M 0.24%
6,842
-1,890
43
$1.26M 0.23%
5,129
+9
44
$1.26M 0.23%
5,755
+3
45
$1.24M 0.23%
26,001
+1,758
46
$1.24M 0.23%
10,746
+3,858
47
$1.2M 0.22%
11,087
+169
48
$1.15M 0.21%
4,946
49
$1.13M 0.21%
10,110
-430
50
$1.06M 0.19%
4,397
+23
1
2
3 4 5