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
$463M
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.72M
3
+$589K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$529K
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$399K

Top Sells

1
+$608K
2
+$176K
3
+$134K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$99.5K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$88.8K

Sector Composition

1 Financials 5.66%
2 Technology 4.99%
3 Healthcare 3.81%
4 Consumer Staples 2.31%
5 Industrials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$396 ﹤0.01%
12
502
$390 ﹤0.01%
50
503
$358 ﹤0.01%
26
504
$288 ﹤0.01%
+9
505
$203 ﹤0.01%
26
506
$196 ﹤0.01%
13
507
$189 ﹤0.01%
16
508
$165 ﹤0.01%
4
509
$143 ﹤0.01%
120
510
$139 ﹤0.01%
1
511
$132 ﹤0.01%
22
512
$76 ﹤0.01%
8
513
$70 ﹤0.01%
20
514
$49 ﹤0.01%
2
515
$30 ﹤0.01%
69
516
$17 ﹤0.01%
20
517
$5 ﹤0.01%
16
518
– –
0
519
– –
-13
520
– –
-23
521
– –
-250
522
– –
-148
523
– –
-17
524
– –
-127
525
– –
-27
19 20
21
22 23