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
$463M
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.72M
3
+$589K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$529K
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$399K

Top Sells

1
+$608K
2
+$176K
3
+$134K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$99.5K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$88.8K

Sector Composition

1 Financials 5.66%
2 Technology 4.99%
3 Healthcare 3.81%
4 Consumer Staples 2.31%
5 Industrials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1.18K ﹤0.01%
32
477
$1.12K ﹤0.01%
36
478
$1.07K ﹤0.01%
130
479
$1.03K ﹤0.01%
250
480
$1.02K ﹤0.01%
100
481
$942 ﹤0.01%
100
482
$930 ﹤0.01%
50
483
$910 ﹤0.01%
10
484
$907 ﹤0.01%
14
485
$891 ﹤0.01%
35
-13
486
$842 ﹤0.01%
200
487
$842 ﹤0.01%
7
488
$836 ﹤0.01%
5,000
489
$719 ﹤0.01%
174
490
$612 ﹤0.01%
23
491
$578 ﹤0.01%
+18
492
$566 ﹤0.01%
10
493
$563 ﹤0.01%
27
494
$535 ﹤0.01%
20
495
$488 ﹤0.01%
57
496
$462 ﹤0.01%
19
497
$459 ﹤0.01%
20
498
$454 ﹤0.01%
10
499
$446 ﹤0.01%
27
500
$428 ﹤0.01%
36
18 19
20
21 22