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
526
$1.8K ﹤0.01%
174
527
$1.76K ﹤0.01%
21
528
$1.75K ﹤0.01%
+28
529
$1.75K ﹤0.01%
+34
530
$1.67K ﹤0.01%
+21
531
$1.66K ﹤0.01%
+195
532
$1.65K ﹤0.01%
50
533
$1.65K ﹤0.01%
10
534
$1.65K ﹤0.01%
50
535
$1.64K ﹤0.01%
+11
536
$1.63K ﹤0.01%
27
-200
537
$1.62K ﹤0.01%
10
538
$1.6K ﹤0.01%
355
539
$1.56K ﹤0.01%
43
540
$1.55K ﹤0.01%
+18
541
$1.45K ﹤0.01%
+5
542
$1.42K ﹤0.01%
+122
543
$1.41K ﹤0.01%
100
544
$1.4K ﹤0.01%
45
+12
545
$1.31K ﹤0.01%
20
546
$1.27K ﹤0.01%
+56
547
$1.23K ﹤0.01%
+1
548
$1.2K ﹤0.01%
+56
549
$1.2K ﹤0.01%
14
550
$1.15K ﹤0.01%
20
20 21
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