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
$296M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$2.06M
3
+$866K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$823K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$704K

Top Sells

1
+$35.2M
2
+$3.98M
3
+$2.31M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.26M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.1M

Sector Composition

1 Financials 5.13%
2 Healthcare 4.03%
3 Technology 3.39%
4 Consumer Staples 2.77%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3K ﹤0.01%
104
477
$3K ﹤0.01%
80
478
$3K ﹤0.01%
75
479
$2K ﹤0.01%
+21
480
$2K ﹤0.01%
+41
481
$2K ﹤0.01%
+57
482
$2K ﹤0.01%
+25
483
$2K ﹤0.01%
+68
484
$2K ﹤0.01%
+47
485
$2K ﹤0.01%
44
-24
486
$2K ﹤0.01%
41
487
$2K ﹤0.01%
+15
488
$2K ﹤0.01%
45
489
$2K ﹤0.01%
529
490
$2K ﹤0.01%
+62
491
$2K ﹤0.01%
33
492
$2K ﹤0.01%
+51
493
$2K ﹤0.01%
+42
494
$2K ﹤0.01%
+88
495
$2K ﹤0.01%
16
496
$2K ﹤0.01%
+68
497
$2K ﹤0.01%
+163
498
$2K ﹤0.01%
17
499
$2K ﹤0.01%
+1,000
500
$2K ﹤0.01%
200
18 19
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