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
$544M
AUM Growth
+$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$3.91M
3
+$3.79M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$2.87M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.49M

Top Sells

1
+$672K
2
+$354K
3
+$310K
4
KEYS icon
Keysight
KEYS
+$282K
5
PXD
Pioneer Natural Resource Co.
PXD
+$202K

Sector Composition

1 Financials 5.13%
2 Technology 4.9%
3 Healthcare 3.33%
4 Consumer Staples 2.05%
5 Industrials 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1.22K ﹤0.01%
17
477
$1.2K ﹤0.01%
135
478
$1.08K ﹤0.01%
30
+18
479
$1.08K ﹤0.01%
50
480
$1.07K ﹤0.01%
36
481
$1.05K ﹤0.01%
250
482
$1.04K ﹤0.01%
100
483
$1.02K ﹤0.01%
14
484
$1.01K ﹤0.01%
35
485
$1K ﹤0.01%
5,000
486
$993 ﹤0.01%
100
487
$932 ﹤0.01%
7
488
$875 ﹤0.01%
33
489
$826 ﹤0.01%
130
490
$807 ﹤0.01%
10
491
$793 ﹤0.01%
+6
492
$674 ﹤0.01%
18
493
$664 ﹤0.01%
23
494
$657 ﹤0.01%
+50
495
$634 ﹤0.01%
174
496
$626 ﹤0.01%
10
497
$624 ﹤0.01%
57
498
$618 ﹤0.01%
27
499
$580 ﹤0.01%
10
500
$579 ﹤0.01%
+22
18 19
20
21 22