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
$749M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1 +$6.98M
2 +$3.76M
3 +$2.55M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.05M
5
VB icon
Vanguard Small-Cap ETF
VB
+$827K

Top Sells

1 +$781K
2 +$286K
3 +$244K
4
DVN icon
Devon Energy
DVN
+$220K
5
WPP icon
WPP
WPP
+$214K

Sector Composition

1 Financials 4.85%
2 Technology 4.47%
3 Healthcare 2.54%
4 Consumer Discretionary 1.75%
5 Consumer Staples 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
476
$5.48K ﹤0.01%
+564
477
$5.47K ﹤0.01%
+189
478
$5.42K ﹤0.01%
+78
479
$5.42K ﹤0.01%
500
480
$5.36K ﹤0.01%
200
481
$5.35K ﹤0.01%
150
482
$5.28K ﹤0.01%
+214
483
$5.2K ﹤0.01%
74
484
$5.1K ﹤0.01%
509
-5
485
$5.09K ﹤0.01%
50
486
$4.68K ﹤0.01%
+323
487
$4.65K ﹤0.01%
200
488
$4.6K ﹤0.01%
308
489
$4.58K ﹤0.01%
86
490
$4.44K ﹤0.01%
+50
491
$4.36K ﹤0.01%
23
492
$4.29K ﹤0.01%
100
493
$4.23K ﹤0.01%
+124
494
$4.14K ﹤0.01%
29
495
$4.07K ﹤0.01%
85
496
$4.04K ﹤0.01%
+63
497
$4.04K ﹤0.01%
200
498
$3.99K ﹤0.01%
800
499
$3.72K ﹤0.01%
100
500
$3.59K ﹤0.01%
382