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
$296M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$2.06M
3
+$866K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$823K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$704K

Top Sells

1
+$35.2M
2
+$3.98M
3
+$2.31M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.26M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.1M

Sector Composition

1 Financials 5.13%
2 Healthcare 4.03%
3 Technology 3.39%
4 Consumer Staples 2.77%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1K ﹤0.01%
+65
552
$1K ﹤0.01%
43
553
$1K ﹤0.01%
+45
554
$1K ﹤0.01%
218
555
$1K ﹤0.01%
64
-176
556
$1K ﹤0.01%
100
557
$1K ﹤0.01%
+122
558
$1K ﹤0.01%
30
559
$1K ﹤0.01%
24
-9
560
$1K ﹤0.01%
+16
561
$1K ﹤0.01%
+237
562
$1K ﹤0.01%
48
-7
563
$1K ﹤0.01%
+21
564
$1K ﹤0.01%
29
565
$1K ﹤0.01%
+8
566
$0 ﹤0.01%
19
567
$0 ﹤0.01%
50
568
– –
-121
569
$0 ﹤0.01%
4
570
$0 ﹤0.01%
14
571
– –
-450
572
– –
-62
573
– –
-100
574
$0 ﹤0.01%
+43
575
– –
-113
21 22
23
24 25