CFFP
Center for Financial Planning Portfolio holdings
AUM
$872M
1-Year Return
13.41%
This Quarter Return
-3.78%
1 Year Return
+13.41%
3 Year Return
+54.48%
5 Year Return
+93.13%
10 Year Return
–
AUM
$463M
AUM Growth
-$13.5M
(-2.8%)
Cap. Flow
+$5.32M
Cap. Flow
% of AUM
1.15%
Top 10 Holdings %
Top 10 Hldgs %
74.19%
Holding
581
New
9
Increased
78
Reduced
82
Closed
63
Top Buys
| 1 |
Vanguard S&P 500 ETF
VOO
|
$2.47M |
| 2 |
iShares Core MSCI EAFE ETF
IEFA
|
$1.72M |
| 3 |
Vanguard Small-Cap ETF
VB
|
$589K |
| 4 |
Vanguard Small-Cap Value ETF
VBR
|
$529K |
| 5 |
iShares ESG Aware US Aggregate Bond ETF
EAGG
|
$399K |
Top Sells
| 1 |
iShares MSCI USA Quality Factor ETF
QUAL
|
$608K |
| 2 |
UnitedHealth
UNH
|
$176K |
| 3 |
Vanguard Small-Cap Growth ETF
VBK
|
$134K |
| 4 |
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
|
$99.5K |
| 5 |
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% |
