CFFP

Center for Financial Planning Portfolio holdings

AUM $936M
1-Year Est. Return 13.21%
This Quarter Est. Return
1 Year Est. Return
+13.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$783M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$2.37M
3
+$2.13M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.91M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.53M

Top Sells

1
+$2.32M
2
+$568K
3
+$422K
4
RJF icon
Raymond James Financial
RJF
+$358K
5
AAPL icon
Apple
AAPL
+$300K

Sector Composition

1 Financials 4.97%
2 Technology 3.55%
3 Healthcare 2.66%
4 Consumer Staples 1.62%
5 Consumer Discretionary 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
501
$7.25K ﹤0.01%
82
502
$7.2K ﹤0.01%
175
503
$7.04K ﹤0.01%
15
504
$7.04K ﹤0.01%
57
505
$6.82K ﹤0.01%
+83
506
$6.8K ﹤0.01%
80
507
$6.77K ﹤0.01%
70
+65
508
$6.75K ﹤0.01%
215
509
$6.73K ﹤0.01%
113
510
$6.71K ﹤0.01%
202
511
$6.62K ﹤0.01%
77
512
$6.56K ﹤0.01%
39
513
$6.47K ﹤0.01%
1,104
514
$6.44K ﹤0.01%
106
515
$6.36K ﹤0.01%
730
-12
516
$6.17K ﹤0.01%
5
517
$6.17K ﹤0.01%
159
518
$6.11K ﹤0.01%
26
519
$6K ﹤0.01%
5
520
$5.99K ﹤0.01%
189
521
$5.95K ﹤0.01%
210
-778
522
$5.81K ﹤0.01%
150
523
$5.79K ﹤0.01%
100
524
$5.72K ﹤0.01%
500
525
$5.59K ﹤0.01%
530
+500
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