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
526
$2.44K ﹤0.01%
+240
527
$2.29K ﹤0.01%
13
528
$2.29K ﹤0.01%
160
529
$2.21K ﹤0.01%
+12
530
$2.2K ﹤0.01%
100
531
$2.15K ﹤0.01%
+62
532
$2.13K ﹤0.01%
+23
533
$2.12K ﹤0.01%
+5
534
$2.12K ﹤0.01%
+44
535
$2.1K ﹤0.01%
+14
536
$2.09K ﹤0.01%
9
537
$2.04K ﹤0.01%
+37
538
$2.01K ﹤0.01%
88
539
$2K ﹤0.01%
174
540
$1.99K ﹤0.01%
64
541
$1.93K ﹤0.01%
55
542
$1.88K ﹤0.01%
17
543
$1.88K ﹤0.01%
43
544
$1.88K ﹤0.01%
111
545
$1.85K ﹤0.01%
20
546
$1.83K ﹤0.01%
+3
547
$1.82K ﹤0.01%
+4
548
$1.78K ﹤0.01%
+4
549
$1.75K ﹤0.01%
+13
550
$1.75K ﹤0.01%
36
20 21
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