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
$476M
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$409K
3
+$371K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$323K
5
VB icon
Vanguard Small-Cap ETF
VB
+$263K

Top Sells

1
+$1.18M
2
+$502K
3
+$215K
4
UNP icon
Union Pacific
UNP
+$194K
5
MSFT icon
Microsoft
MSFT
+$186K

Sector Composition

1 Financials 5.45%
2 Technology 5.07%
3 Healthcare 3.82%
4 Consumer Staples 2.4%
5 Industrials 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1.74K ﹤0.01%
52
502
$1.7K ﹤0.01%
10
503
$1.65K ﹤0.01%
160
504
$1.64K ﹤0.01%
20
505
$1.6K ﹤0.01%
20
506
$1.6K ﹤0.01%
50
507
$1.56K ﹤0.01%
9
-75
508
$1.51K ﹤0.01%
21
509
$1.39K ﹤0.01%
+27
510
$1.38K ﹤0.01%
33
511
$1.32K ﹤0.01%
32
512
$1.28K ﹤0.01%
10
513
$1.27K ﹤0.01%
50
514
$1.22K ﹤0.01%
36
515
$1.15K ﹤0.01%
17
516
$1.15K ﹤0.01%
48
517
$1.1K ﹤0.01%
100
518
$1.06K ﹤0.01%
84
519
$1.04K ﹤0.01%
26
520
$1K ﹤0.01%
5,000
521
$984 ﹤0.01%
+13
522
$954 ﹤0.01%
+27
523
$949 ﹤0.01%
12
524
$924 ﹤0.01%
200
-150
525
$918 ﹤0.01%
250
19 20
21
22 23