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
$434M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$159K
3
+$125K
4
MDT icon
Medtronic
MDT
+$111K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$101K

Top Sells

1
+$1.05M
2
+$262K
3
+$206K
4
PG icon
Procter & Gamble
PG
+$203K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$161K

Sector Composition

1 Financials 5.51%
2 Technology 4.91%
3 Healthcare 4.07%
4 Consumer Staples 2.64%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1.24K ﹤0.01%
10
477
$1.23K ﹤0.01%
36
478
$1.21K ﹤0.01%
33
479
$1.18K ﹤0.01%
84
480
$1.06K ﹤0.01%
5,000
481
$990 ﹤0.01%
250
482
$984 ﹤0.01%
48
483
$963 ﹤0.01%
12
484
$885 ﹤0.01%
100
485
$827 ﹤0.01%
130
486
$822 ﹤0.01%
10
487
$805 ﹤0.01%
30
488
$804 ﹤0.01%
120
489
$774 ﹤0.01%
14
490
$714 ﹤0.01%
174
491
$710 ﹤0.01%
7
492
$691 ﹤0.01%
27
493
$675 ﹤0.01%
10
494
$659 ﹤0.01%
43
495
$625 ﹤0.01%
20
496
$611 ﹤0.01%
23
497
$594 ﹤0.01%
20
498
$581 ﹤0.01%
36
499
$536 ﹤0.01%
4
500
$472 ﹤0.01%
14
18 19
20
21 22