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
$669M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$26.5M
3
+$3.2M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.08M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.34M

Top Sells

1
+$484K
2
+$206K
3
+$157K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$143K
5
HEI icon
HEICO Corp
HEI
+$125K

Sector Composition

1 Financials 4.96%
2 Technology 4.41%
3 Healthcare 3.16%
4 Consumer Staples 1.82%
5 Consumer Discretionary 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$4.88K ﹤0.01%
+600
477
$4.86K ﹤0.01%
100
478
$4.61K ﹤0.01%
800
479
$4.54K ﹤0.01%
100
480
$4.43K ﹤0.01%
50
481
$4.39K ﹤0.01%
+62
482
$4.22K ﹤0.01%
29
+6
483
$4.04K ﹤0.01%
500
484
$4.03K ﹤0.01%
47
485
$3.9K ﹤0.01%
86
+56
486
$3.84K ﹤0.01%
104
487
$3.77K ﹤0.01%
200
488
$3.75K ﹤0.01%
45
+25
489
$3.72K ﹤0.01%
418
490
$3.69K ﹤0.01%
160
491
$3.6K ﹤0.01%
180
492
$3.58K ﹤0.01%
29
493
$3.53K ﹤0.01%
85
494
$3.44K ﹤0.01%
+305
495
$3.35K ﹤0.01%
200
496
$3.23K ﹤0.01%
70
-43
497
$3.13K ﹤0.01%
5
498
$3.13K ﹤0.01%
175
499
$3.03K ﹤0.01%
+100
500
$3.02K ﹤0.01%
79
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