CFFP
Center for Financial Planning Portfolio holdings
AUM
$872M
1-Year Return
13.41%
This Quarter Return
+15.29%
1 Year Return
+13.41%
3 Year Return
+54.48%
5 Year Return
+93.13%
10 Year Return
–
AUM
$353M
AUM Growth
+$42.1M
(+14%)
Cap. Flow
-$3.62M
Cap. Flow
% of AUM
-1.03%
Top 10 Holdings %
Top 10 Hldgs %
72.27%
Holding
501
New
44
Increased
44
Reduced
69
Closed
25
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$5M |
| 2 |
Keysight
KEYS
|
$198K |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
$140K |
| 4 |
INFO
IHS Markit Ltd. Common Shares
INFO
|
$100K |
| 5 |
SPDR S&P 500 ETF Trust
SPY
|
$82.6K |
Top Sells
| 1 |
Vanguard Small-Cap Value ETF
VBR
|
$5.55M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.18M |
| 3 |
Stryker
SYK
|
$527K |
| 4 |
iShares Core US Aggregate Bond ETF
AGG
|
$321K |
| 5 |
Vanguard Small-Cap ETF
VB
|
$250K |
Sector Composition
| 1 | Financials | 5.77% |
| 2 | Technology | 4.33% |
| 3 | Healthcare | 4.13% |
| 4 | Industrials | 2.6% |
| 5 | Consumer Staples | 2.57% |