CFFP

Center for Financial Planning Portfolio holdings

AUM $936M
1-Year Est. Return 13.21%
This Quarter Est. Return
1 Year Est. Return
+13.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$783M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$2.37M
3
+$2.13M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.91M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.53M

Top Sells

1
+$2.32M
2
+$568K
3
+$422K
4
RJF icon
Raymond James Financial
RJF
+$358K
5
AAPL icon
Apple
AAPL
+$300K

Sector Composition

1 Financials 4.97%
2 Technology 3.55%
3 Healthcare 2.66%
4 Consumer Staples 1.62%
5 Consumer Discretionary 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.48M 0.32%
34,995
+870
27
$2.44M 0.31%
14,710
+107
28
$2.26M 0.29%
5,156
+101
29
$2.26M 0.29%
17,013
30
$2.21M 0.28%
46,578
+2,150
31
$2.19M 0.28%
3,248
32
$2.15M 0.27%
12,854
-100
33
$2.13M 0.27%
+71,880
34
$2.12M 0.27%
3,909
-56
35
$2.09M 0.27%
7,619
+206
36
$2.03M 0.26%
21,612
37
$1.98M 0.25%
3,981
+350
38
$1.98M 0.25%
7,362
+12
39
$1.94M 0.25%
11,215
+1,299
40
$1.88M 0.24%
5,050
+63
41
$1.83M 0.23%
12,203
-252
42
$1.79M 0.23%
6,664
-96
43
$1.77M 0.23%
4,832
+179
44
$1.74M 0.22%
14,638
45
$1.62M 0.21%
22,687
-200
46
$1.59M 0.2%
5,092
-72
47
$1.52M 0.19%
9,085
+502
48
$1.49M 0.19%
14,240
+2,501
49
$1.48M 0.19%
5,741
+3
50
$1.39M 0.18%
15,448
+643
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