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
$749M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$3.76M
3
+$2.55M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.05M
5
VB icon
Vanguard Small-Cap ETF
VB
+$827K

Top Sells

1
+$781K
2
+$286K
3
+$244K
4
DVN icon
Devon Energy
DVN
+$220K
5
WPP icon
WPP
WPP
+$214K

Sector Composition

1 Financials 4.85%
2 Technology 4.47%
3 Healthcare 2.54%
4 Consumer Discretionary 1.75%
5 Consumer Staples 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$3.48K ﹤0.01%
5
502
$3.4K ﹤0.01%
+2
503
$3.32K ﹤0.01%
175
504
$3.27K ﹤0.01%
86
505
$3.26K ﹤0.01%
81
+1
506
$3.24K ﹤0.01%
70
507
$3.2K ﹤0.01%
160
508
$3.2K ﹤0.01%
2,000
509
$3.19K ﹤0.01%
104
510
$3.17K ﹤0.01%
1,000
511
$3.17K ﹤0.01%
30
512
$3.12K ﹤0.01%
18
513
$3.08K ﹤0.01%
500
514
$2.99K ﹤0.01%
+225
515
$2.93K ﹤0.01%
+600
516
$2.93K ﹤0.01%
+7
517
$2.86K ﹤0.01%
+36
518
$2.81K ﹤0.01%
180
519
$2.6K ﹤0.01%
50
520
$2.59K ﹤0.01%
+152
521
$2.57K ﹤0.01%
100
522
$2.55K ﹤0.01%
+15
523
$2.54K ﹤0.01%
36
524
$2.52K ﹤0.01%
+13
525
$2.46K ﹤0.01%
7
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