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
$669M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$26.5M
3
+$3.2M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.08M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.34M

Top Sells

1
+$484K
2
+$206K
3
+$157K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$143K
5
HEI icon
HEICO Corp
HEI
+$125K

Sector Composition

1 Financials 4.96%
2 Technology 4.41%
3 Healthcare 3.16%
4 Consumer Staples 1.82%
5 Consumer Discretionary 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
551
$1.13K ﹤0.01%
36
552
$1.12K ﹤0.01%
135
553
$1.11K ﹤0.01%
17
554
$1.06K ﹤0.01%
100
555
$1.04K ﹤0.01%
35
556
$1.04K ﹤0.01%
+22
557
$980 ﹤0.01%
250
558
$940 ﹤0.01%
50
559
$819 ﹤0.01%
+3
560
$817 ﹤0.01%
130
561
$789 ﹤0.01%
18
562
$789 ﹤0.01%
174
563
$779 ﹤0.01%
+17
564
$778 ﹤0.01%
71
+52
565
$755 ﹤0.01%
50
566
$730 ﹤0.01%
5,000
567
$726 ﹤0.01%
6
568
$709 ﹤0.01%
23
569
$682 ﹤0.01%
10
570
$588 ﹤0.01%
10
571
$585 ﹤0.01%
+17
572
$574 ﹤0.01%
57
573
$573 ﹤0.01%
27
574
$572 ﹤0.01%
10
575
$561 ﹤0.01%
+1
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