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
$411M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$2.53M
3
+$556K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$478K
5
VB icon
Vanguard Small-Cap ETF
VB
+$286K

Top Sells

1
+$2.25M
2
+$2.09M
3
+$1.72M
4
ZBH icon
Zimmer Biomet
ZBH
+$510K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$504K

Sector Composition

1 Financials 5.91%
2 Healthcare 4.37%
3 Technology 4.35%
4 Consumer Staples 2.86%
5 Industrials 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$593 ﹤0.01%
130
-9
502
$589 ﹤0.01%
23
503
$560 ﹤0.01%
50
504
$543 ﹤0.01%
4
-60
505
$542 ﹤0.01%
36
506
$534 ﹤0.01%
10
507
$526 ﹤0.01%
27
508
$509 ﹤0.01%
2
509
$495 ﹤0.01%
58
510
$457 ﹤0.01%
36
511
$451 ﹤0.01%
14
512
$444 ﹤0.01%
50
513
$408 ﹤0.01%
57
514
$406 ﹤0.01%
10
515
$374 ﹤0.01%
21
-360
516
$364 ﹤0.01%
8
517
$350 ﹤0.01%
19
518
$329 ﹤0.01%
13
519
$324 ﹤0.01%
16
520
$297 ﹤0.01%
12
521
$262 ﹤0.01%
9
522
$251 ﹤0.01%
16
523
$237 ﹤0.01%
10
524
$234 ﹤0.01%
10
525
$207 ﹤0.01%
22
19 20
21
22 23