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
$692M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$6.59M
3
+$1.05M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$358K

Top Sells

1
+$2.98M
2
+$247K
3
+$239K
4
EGP icon
EastGroup Properties
EGP
+$179K
5
MMM icon
3M
MMM
+$164K

Sector Composition

1 Financials 4.64%
2 Technology 4.55%
3 Healthcare 2.95%
4 Consumer Staples 1.77%
5 Consumer Discretionary 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.24M 0.32%
15,351
-95
27
$2.16M 0.31%
22,299
28
$2.12M 0.31%
13,561
-151
29
$2.05M 0.3%
5,300
+73
30
$1.98M 0.29%
7,688
+11
31
$1.97M 0.29%
3,377
32
$1.96M 0.28%
42,130
+1,938
33
$1.88M 0.27%
15,163
+195
34
$1.85M 0.27%
17,844
35
$1.81M 0.26%
6,775
36
$1.81M 0.26%
5,323
-2
37
$1.81M 0.26%
15,719
+56
38
$1.79M 0.26%
5,203
+62
39
$1.77M 0.26%
11,018
40
$1.71M 0.25%
10,363
41
$1.67M 0.24%
7,202
42
$1.54M 0.22%
24,124
43
$1.43M 0.21%
5,731
-27
44
$1.42M 0.21%
29,977
-142
45
$1.42M 0.21%
4,524
+53
46
$1.41M 0.2%
8,800
-1,490
47
$1.4M 0.2%
7,674
+298
48
$1.32M 0.19%
11,256
+255
49
$1.23M 0.18%
5,096
50
$1.17M 0.17%
5,170
+47
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2
3 4 5