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
$476M
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$409K
3
+$371K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$323K
5
VB icon
Vanguard Small-Cap ETF
VB
+$263K

Top Sells

1
+$1.18M
2
+$502K
3
+$215K
4
UNP icon
Union Pacific
UNP
+$194K
5
MSFT icon
Microsoft
MSFT
+$186K

Sector Composition

1 Financials 5.45%
2 Technology 5.07%
3 Healthcare 3.82%
4 Consumer Staples 2.4%
5 Industrials 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$281 ﹤0.01%
13
552
$253 ﹤0.01%
10
553
$247 ﹤0.01%
10
554
$200 ﹤0.01%
6
555
$192 ﹤0.01%
16
556
$185 ﹤0.01%
4
557
$144 ﹤0.01%
1
558
$120 ﹤0.01%
22
559
$102 ﹤0.01%
3
560
$101 ﹤0.01%
26
561
$99 ﹤0.01%
4
562
$90 ﹤0.01%
8
-3
563
$80 ﹤0.01%
2
564
$79 ﹤0.01%
4
565
$69 ﹤0.01%
2
566
$68 ﹤0.01%
20
567
$64 ﹤0.01%
3
568
$61 ﹤0.01%
69
569
$41 ﹤0.01%
2
570
$30 ﹤0.01%
20
571
$9 ﹤0.01%
16
572
– –
0
573
– –
-4
574
– –
-14
575
– –
-56
20 21 22
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