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
$749M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$3.76M
3
+$2.55M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.05M
5
VB icon
Vanguard Small-Cap ETF
VB
+$827K

Top Sells

1
+$781K
2
+$286K
3
+$244K
4
DVN icon
Devon Energy
DVN
+$220K
5
WPP icon
WPP
WPP
+$214K

Sector Composition

1 Financials 4.85%
2 Technology 4.47%
3 Healthcare 2.54%
4 Consumer Discretionary 1.75%
5 Consumer Staples 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.46M 0.33%
7,350
27
$2.45M 0.33%
34,125
-89
28
$2.34M 0.31%
5,055
+25
29
$2.15M 0.29%
7,413
+789
30
$2.11M 0.28%
14,603
-460
31
$2.06M 0.28%
44,428
+1,890
32
$2.01M 0.27%
6,760
33
$1.99M 0.27%
8,583
+84
34
$1.96M 0.26%
21,612
+100
35
$1.92M 0.26%
17,013
36
$1.89M 0.25%
12,455
-201
37
$1.89M 0.25%
3,631
-336
38
$1.88M 0.25%
12,954
39
$1.85M 0.25%
3,248
40
$1.81M 0.24%
4,653
+24
41
$1.8M 0.24%
4,987
-61
42
$1.68M 0.22%
9,916
43
$1.57M 0.21%
14,638
-246
44
$1.55M 0.21%
5,738
+5
45
$1.5M 0.2%
5,164
-57
46
$1.5M 0.2%
7,902
+161
47
$1.47M 0.2%
14,805
+125
48
$1.43M 0.19%
4,323
+10
49
$1.42M 0.19%
22,887
-310
50
$1.4M 0.19%
5,300
+204
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2
3 4 5