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
$872M
AUM Growth
+$89.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
724
New
Increased
Reduced
Closed

Top Buys

1
+$36.7M
2
+$25.4M
3
+$2.16M
4
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$1.03M
5
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$761K

Top Sells

1
+$36.2M
2
+$1M
3
+$328K
4
MRK icon
Merck
MRK
+$299K
5
LHX icon
L3Harris
LHX
+$219K

Sector Composition

1 Financials 4.47%
2 Technology 3.87%
3 Healthcare 2.3%
4 Consumer Discretionary 1.53%
5 Industrials 1.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AVGO icon
26
Broadcom
AVGO
$1.62T
$2.64M 0.3%
9,562
+477
VGT icon
27
Vanguard Information Technology ETF
VGT
$109B
$2.59M 0.3%
3,909
NEE icon
28
NextEra Energy
NEE
$175B
$2.42M 0.28%
34,928
-67
MCK icon
29
McKesson
MCK
$104B
$2.4M 0.28%
3,277
+29
ABT icon
30
Abbott
ABT
$227B
$2.31M 0.27%
17,013
BUFR icon
31
FT Vest Fund of Buffer ETFs
BUFR
$7.58B
$2.31M 0.27%
72,732
+852
VTI icon
32
Vanguard Total Stock Market ETF
VTI
$547B
$2.3M 0.26%
7,582
-37
EAGG icon
33
iShares ESG Aware US Aggregate Bond ETF
EAGG
$4.17B
$2.25M 0.26%
47,399
+821
JNJ icon
34
Johnson & Johnson
JNJ
$472B
$2.25M 0.26%
14,702
-8
MSI icon
35
Motorola Solutions
MSI
$63.3B
$2.19M 0.25%
5,197
+41
AXP icon
36
American Express
AXP
$246B
$2.13M 0.24%
6,664
VSS icon
37
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.82B
$2.02M 0.23%
14,999
+4,078
CRM icon
38
Salesforce
CRM
$232B
$2.01M 0.23%
7,362
SYK icon
39
Stryker
SYK
$139B
$2M 0.23%
5,050
VTV icon
40
Vanguard Value ETF
VTV
$148B
$1.98M 0.23%
11,207
-8
CL icon
41
Colgate-Palmolive
CL
$62.9B
$1.96M 0.23%
21,612
CVX icon
42
Chevron
CVX
$315B
$1.81M 0.21%
12,642
-212
HD icon
43
Home Depot
HD
$361B
$1.78M 0.2%
4,855
+23
VV icon
44
Vanguard Large-Cap ETF
VV
$46.5B
$1.64M 0.19%
5,741
KO icon
45
Coca-Cola
KO
$306B
$1.61M 0.18%
22,787
+100
PEP icon
46
PepsiCo
PEP
$199B
$1.61M 0.18%
12,203
TMO icon
47
Thermo Fisher Scientific
TMO
$217B
$1.61M 0.18%
3,967
-14
XOM icon
48
Exxon Mobil
XOM
$503B
$1.56M 0.18%
14,438
-200
IJR icon
49
iShares Core S&P Small-Cap ETF
IJR
$84.2B
$1.51M 0.17%
13,816
-424
ETN icon
50
Eaton
ETN
$137B
$1.47M 0.17%
4,115
+100
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