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
$669M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$26.5M
3
+$3.2M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.08M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.34M

Top Sells

1
+$484K
2
+$206K
3
+$157K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$143K
5
HEI icon
HEICO Corp
HEI
+$125K

Sector Composition

1 Financials 4.96%
2 Technology 4.41%
3 Healthcare 3.16%
4 Consumer Staples 1.82%
5 Consumer Discretionary 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$2.99K ﹤0.01%
160
502
$2.82K ﹤0.01%
+139
503
$2.78K ﹤0.01%
50
504
$2.72K ﹤0.01%
+167
505
$2.71K ﹤0.01%
500
506
$2.7K ﹤0.01%
+14
507
$2.65K ﹤0.01%
+68
508
$2.63K ﹤0.01%
63
509
$2.62K ﹤0.01%
6
+5
510
$2.48K ﹤0.01%
64
511
$2.36K ﹤0.01%
18
512
$2.36K ﹤0.01%
+55
513
$2.22K ﹤0.01%
+111
514
$2.19K ﹤0.01%
139
515
$2.16K ﹤0.01%
+321
516
$2.11K ﹤0.01%
71
517
$2.09K ﹤0.01%
100
518
$2.07K ﹤0.01%
+34
519
$2.07K ﹤0.01%
+17
520
$1.92K ﹤0.01%
97
521
$1.91K ﹤0.01%
55
522
$1.88K ﹤0.01%
9
523
$1.87K ﹤0.01%
52
524
$1.83K ﹤0.01%
+334
525
$1.83K ﹤0.01%
160
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