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
551
$1.75K ﹤0.01%
+12
552
$1.72K ﹤0.01%
97
553
$1.7K ﹤0.01%
20
554
$1.69K ﹤0.01%
+4
555
$1.68K ﹤0.01%
+7
556
$1.64K ﹤0.01%
21
557
$1.58K ﹤0.01%
+4
558
$1.57K ﹤0.01%
+8
559
$1.56K ﹤0.01%
+20
560
$1.54K ﹤0.01%
10
561
$1.54K ﹤0.01%
100
562
$1.53K ﹤0.01%
+28
563
$1.53K ﹤0.01%
+13
564
$1.5K ﹤0.01%
+11
565
$1.5K ﹤0.01%
20
566
$1.49K ﹤0.01%
+7
567
$1.48K ﹤0.01%
+8
568
$1.48K ﹤0.01%
20
-98
569
$1.46K ﹤0.01%
52
570
$1.44K ﹤0.01%
+62
571
$1.42K ﹤0.01%
+4
572
$1.41K ﹤0.01%
+10
573
$1.41K ﹤0.01%
14
574
$1.39K ﹤0.01%
17
575
$1.33K ﹤0.01%
+4
21 22
23
24 25