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
$669M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$26.5M
3
+$3.2M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.08M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.34M

Top Sells

1
+$484K
2
+$206K
3
+$157K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$143K
5
HEI icon
HEICO Corp
HEI
+$125K

Sector Composition

1 Financials 4.96%
2 Technology 4.41%
3 Healthcare 3.16%
4 Consumer Staples 1.82%
5 Consumer Discretionary 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.17M 0.32%
33,973
-212
27
$2.16M 0.32%
13,712
+986
28
$2.03M 0.3%
17,844
29
$2.01M 0.3%
3,840
-75
30
$2.01M 0.3%
22,299
31
$1.98M 0.3%
14,968
-76
32
$1.97M 0.29%
5,141
-18
33
$1.91M 0.28%
5,325
+38
34
$1.89M 0.28%
40,192
+14,191
35
$1.86M 0.28%
5,227
-443
36
$1.82M 0.27%
15,663
+62
37
$1.81M 0.27%
10,363
+251
38
$1.81M 0.27%
3,377
39
$1.79M 0.27%
11,018
+62
40
$1.76M 0.26%
6,775
-550
41
$1.64M 0.25%
7,202
+360
42
$1.5M 0.22%
30,119
+790
43
$1.48M 0.22%
24,124
+713
44
$1.4M 0.21%
4,471
+74
45
$1.38M 0.21%
5,758
+3
46
$1.36M 0.2%
10,290
+180
47
$1.31M 0.2%
4,885
-143
48
$1.29M 0.19%
11,001
+255
49
$1.27M 0.19%
5,096
+150
50
$1.26M 0.19%
5,123
-6
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