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
$434M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$159K
3
+$125K
4
MDT icon
Medtronic
MDT
+$111K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$101K

Top Sells

1
+$1.05M
2
+$262K
3
+$206K
4
PG icon
Procter & Gamble
PG
+$203K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$161K

Sector Composition

1 Financials 5.51%
2 Technology 4.91%
3 Healthcare 4.07%
4 Consumer Staples 2.64%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$464 ﹤0.01%
27
502
$456 ﹤0.01%
+26
503
$454 ﹤0.01%
26
504
$453 ﹤0.01%
10
505
$432 ﹤0.01%
57
506
$402 ﹤0.01%
36
507
$385 ﹤0.01%
21
508
$373 ﹤0.01%
8
509
$366 ﹤0.01%
13
510
$363 ﹤0.01%
50
511
$336 ﹤0.01%
16
512
$313 ﹤0.01%
12
513
$295 ﹤0.01%
19
514
$282 ﹤0.01%
16
515
$282 ﹤0.01%
9
516
$246 ﹤0.01%
10
517
$244 ﹤0.01%
10
518
$199 ﹤0.01%
6
519
$188 ﹤0.01%
4
-190
520
$157 ﹤0.01%
22
521
$157 ﹤0.01%
1
522
$139 ﹤0.01%
4
523
$102 ﹤0.01%
3
524
$101 ﹤0.01%
4
525
$85 ﹤0.01%
69
19 20
21
22 23