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
$296M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$2.06M
3
+$866K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$823K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$704K

Top Sells

1
+$35.2M
2
+$3.98M
3
+$2.31M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.26M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.1M

Sector Composition

1 Financials 5.13%
2 Healthcare 4.03%
3 Technology 3.39%
4 Consumer Staples 2.77%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2K ﹤0.01%
36
502
$2K ﹤0.01%
+40
503
$2K ﹤0.01%
+65
504
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24
505
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+51
506
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+72
507
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+39
508
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2,000
509
$2K ﹤0.01%
120
510
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+43
511
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29
512
$2K ﹤0.01%
200
513
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38
514
$2K ﹤0.01%
+20
515
$2K ﹤0.01%
+169
516
$2K ﹤0.01%
95
517
$2K ﹤0.01%
+103
518
$2K ﹤0.01%
68
519
$2K ﹤0.01%
120
520
$2K ﹤0.01%
40
+20
521
$1K ﹤0.01%
262
-462
522
$1K ﹤0.01%
+209
523
$1K ﹤0.01%
13
524
$1K ﹤0.01%
+14
525
$1K ﹤0.01%
+94
19 20
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