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
$476M
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$409K
3
+$371K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$323K
5
VB icon
Vanguard Small-Cap ETF
VB
+$263K

Top Sells

1
+$1.18M
2
+$502K
3
+$215K
4
UNP icon
Union Pacific
UNP
+$194K
5
MSFT icon
Microsoft
MSFT
+$186K

Sector Composition

1 Financials 5.45%
2 Technology 5.07%
3 Healthcare 3.82%
4 Consumer Staples 2.4%
5 Industrials 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3.06K ﹤0.01%
175
477
$3.04K ﹤0.01%
106
478
$2.85K ﹤0.01%
29
479
$2.71K ﹤0.01%
57
480
$2.68K ﹤0.01%
+32
481
$2.66K ﹤0.01%
5
482
$2.66K ﹤0.01%
100
483
$2.65K ﹤0.01%
115
484
$2.53K ﹤0.01%
50
485
$2.52K ﹤0.01%
23
486
$2.48K ﹤0.01%
+10
487
$2.33K ﹤0.01%
200
488
$2.32K ﹤0.01%
92
489
$2.18K ﹤0.01%
27
490
$2.18K ﹤0.01%
100
491
$2.1K ﹤0.01%
18
492
$2.01K ﹤0.01%
150
493
$1.99K ﹤0.01%
+61
494
$1.92K ﹤0.01%
50
495
$1.9K ﹤0.01%
97
496
$1.82K ﹤0.01%
50
497
$1.8K ﹤0.01%
55
498
$1.76K ﹤0.01%
10
499
$1.76K ﹤0.01%
21
500
$1.75K ﹤0.01%
135
18 19
20
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