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
$411M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$2.53M
3
+$556K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$478K
5
VB icon
Vanguard Small-Cap ETF
VB
+$286K

Top Sells

1
+$2.25M
2
+$2.09M
3
+$1.72M
4
ZBH icon
Zimmer Biomet
ZBH
+$510K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$504K

Sector Composition

1 Financials 5.91%
2 Healthcare 4.37%
3 Technology 4.35%
4 Consumer Staples 2.86%
5 Industrials 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1.37K ﹤0.01%
100
477
$1.26K ﹤0.01%
84
478
$1.23K ﹤0.01%
32
479
$1.22K ﹤0.01%
+100
480
$1.2K ﹤0.01%
21
481
$1.18K ﹤0.01%
50
482
$1.15K ﹤0.01%
17
483
$1.09K ﹤0.01%
36
484
$1.07K ﹤0.01%
350
485
$957 ﹤0.01%
120
486
$930 ﹤0.01%
12
487
$917 ﹤0.01%
174
488
$912 ﹤0.01%
100
489
$855 ﹤0.01%
10
490
$815 ﹤0.01%
5,000
491
$777 ﹤0.01%
30
-46
492
$765 ﹤0.01%
250
493
$758 ﹤0.01%
10
494
$729 ﹤0.01%
7
495
$716 ﹤0.01%
27
496
$653 ﹤0.01%
43
497
$630 ﹤0.01%
14
498
$598 ﹤0.01%
26
499
$596 ﹤0.01%
20
500
$594 ﹤0.01%
20
18 19
20
21 22