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
$692M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$6.59M
3
+$1.05M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$358K

Top Sells

1
+$2.98M
2
+$247K
3
+$239K
4
EGP icon
EastGroup Properties
EGP
+$179K
5
MMM icon
3M
MMM
+$164K

Sector Composition

1 Financials 4.64%
2 Technology 4.55%
3 Healthcare 2.95%
4 Consumer Staples 1.77%
5 Consumer Discretionary 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$3.35K ﹤0.01%
104
477
$3.22K ﹤0.01%
160
478
$3.2K ﹤0.01%
70
479
$2.98K ﹤0.01%
175
480
$2.96K ﹤0.01%
80
+1
481
$2.95K ﹤0.01%
139
482
$2.95K ﹤0.01%
5
483
$2.93K ﹤0.01%
+13
484
$2.87K ﹤0.01%
14
485
$2.79K ﹤0.01%
100
486
$2.74K ﹤0.01%
50
487
$2.72K ﹤0.01%
160
488
$2.57K ﹤0.01%
290
-128
489
$2.5K ﹤0.01%
63
490
$2.45K ﹤0.01%
6
491
$2.41K ﹤0.01%
167
492
$2.35K ﹤0.01%
18
493
$2.29K ﹤0.01%
36
-45
494
$2.23K ﹤0.01%
500
495
$2.21K ﹤0.01%
64
496
$2.13K ﹤0.01%
111
497
$2.12K ﹤0.01%
7
-14
498
$2.12K ﹤0.01%
17
499
$2.12K ﹤0.01%
55
500
$2.04K ﹤0.01%
9
18 19
20
21 22