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
$434M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$159K
3
+$125K
4
MDT icon
Medtronic
MDT
+$111K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$101K

Top Sells

1
+$1.05M
2
+$262K
3
+$206K
4
PG icon
Procter & Gamble
PG
+$203K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$161K

Sector Composition

1 Financials 5.51%
2 Technology 4.91%
3 Healthcare 4.07%
4 Consumer Staples 2.64%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
526
$80 ﹤0.01%
11
527
$80 ﹤0.01%
2
528
$78 ﹤0.01%
4
-610
529
$78 ﹤0.01%
+20
530
$70 ﹤0.01%
2
531
$69 ﹤0.01%
+20
532
$64 ﹤0.01%
3
533
$43 ﹤0.01%
2
534
$28 ﹤0.01%
20
535
$25 ﹤0.01%
1
-86
536
$11 ﹤0.01%
16
537
– –
0
538
– –
-14
539
– –
-5
540
– –
-2
541
– –
-2
542
– –
-17
543
– –
-765
544
– –
-15
545
– –
-315
546
– –
-160
547
– –
-8
548
– –
-87
549
– –
-4
550
– –
-1,000
19 20 21
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