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
$692M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$6.59M
3
+$1.05M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$358K

Top Sells

1
+$2.98M
2
+$247K
3
+$239K
4
EGP icon
EastGroup Properties
EGP
+$179K
5
MMM icon
3M
MMM
+$164K

Sector Composition

1 Financials 4.64%
2 Technology 4.55%
3 Healthcare 2.95%
4 Consumer Staples 1.77%
5 Consumer Discretionary 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$1.98K ﹤0.01%
34
502
$1.96K ﹤0.01%
174
503
$1.88K ﹤0.01%
100
504
$1.81K ﹤0.01%
160
505
$1.66K ﹤0.01%
21
506
$1.63K ﹤0.01%
100
507
$1.62K ﹤0.01%
34
508
$1.61K ﹤0.01%
195
509
$1.58K ﹤0.01%
97
510
$1.57K ﹤0.01%
71
511
$1.55K ﹤0.01%
55
512
$1.55K ﹤0.01%
43
513
$1.52K ﹤0.01%
10
514
$1.48K ﹤0.01%
21
515
$1.48K ﹤0.01%
355
516
$1.48K ﹤0.01%
52
517
$1.44K ﹤0.01%
20
518
$1.39K ﹤0.01%
100
519
$1.35K ﹤0.01%
10
520
$1.28K ﹤0.01%
1
521
$1.24K ﹤0.01%
36
522
$1.24K ﹤0.01%
50
523
$1.17K ﹤0.01%
50
524
$1.16K ﹤0.01%
51
-126
525
$1.15K ﹤0.01%
22
19 20
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