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
526
$5.57K ﹤0.01%
756
527
$5.34K ﹤0.01%
37
528
$5.31K ﹤0.01%
74
529
$4.99K ﹤0.01%
323
530
$4.88K ﹤0.01%
560
531
$4.88K ﹤0.01%
316
532
$4.87K ﹤0.01%
50
533
$4.84K ﹤0.01%
100
534
$4.69K ﹤0.01%
65
535
$4.67K ﹤0.01%
1,225
+1,000
536
$4.65K ﹤0.01%
+187
537
$4.59K ﹤0.01%
308
538
$4.58K ﹤0.01%
200
539
$4.55K ﹤0.01%
85
540
$4.54K ﹤0.01%
382
541
$4.51K ﹤0.01%
124
542
$4.38K ﹤0.01%
700
-397
543
$4.37K ﹤0.01%
160
+98
544
$4.36K ﹤0.01%
39
-49
545
$4.17K ﹤0.01%
23
546
$4.09K ﹤0.01%
502
-7
547
$4.01K ﹤0.01%
200
548
$3.9K ﹤0.01%
2
549
$3.76K ﹤0.01%
+32
550
$3.69K ﹤0.01%
100
20 21
22
23 24