CFFP
Center for Financial Planning Portfolio holdings
AUM
$872M
1-Year Return
13.41%
This Quarter Return
+7.69%
1 Year Return
+13.41%
3 Year Return
+54.48%
5 Year Return
+93.13%
10 Year Return
–
AUM
$311M
AUM Growth
+$24.7M
(+8.6%)
Cap. Flow
+$4.58M
Cap. Flow
% of AUM
1.47%
Top 10 Holdings %
Top 10 Hldgs %
71.4%
Holding
482
New
18
Increased
73
Reduced
63
Closed
25
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$9.78M |
| 2 |
iShares MSCI EAFE Min Vol Factor ETF
EFAV
|
$848K |
| 3 |
Vanguard Small-Cap ETF
VB
|
$443K |
| 4 |
Vanguard Value ETF
VTV
|
$418K |
| 5 |
Vanguard Growth ETF
VUG
|
$341K |
Top Sells
| 1 |
Vanguard Small-Cap Value ETF
VBR
|
$3.82M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$682K |
| 3 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$541K |
| 4 |
Invesco FTSE RAFI US 1000 ETF
PRF
|
$378K |
| 5 |
iShares Core US Aggregate Bond ETF
AGG
|
$327K |
Sector Composition
| 1 | Financials | 5.78% |
| 2 | Technology | 4.49% |
| 3 | Healthcare | 4.43% |
| 4 | Consumer Staples | 2.92% |
| 5 | Industrials | 2.7% |