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
526
$1.1K ﹤0.01%
20
527
$1.07K ﹤0.01%
14
528
$1.01K ﹤0.01%
17
529
$995 ﹤0.01%
250
530
$980 ﹤0.01%
73
+2
531
$909 ﹤0.01%
174
532
$906 ﹤0.01%
135
533
$882 ﹤0.01%
7
-1,000
534
$861 ﹤0.01%
321
535
$823 ﹤0.01%
50
536
$815 ﹤0.01%
17
537
$776 ﹤0.01%
35
538
$747 ﹤0.01%
3
539
$731 ﹤0.01%
5,000
540
$713 ﹤0.01%
23
541
$696 ﹤0.01%
130
542
$689 ﹤0.01%
18
543
$643 ﹤0.01%
10
544
$625 ﹤0.01%
22
+3
545
$564 ﹤0.01%
1
546
$546 ﹤0.01%
10
547
$545 ﹤0.01%
22
548
$541 ﹤0.01%
10
549
$516 ﹤0.01%
27
550
$501 ﹤0.01%
17
20 21
22
23 24