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
551
$3.64K ﹤0.01%
152
552
$3.63K ﹤0.01%
800
553
$3.63K ﹤0.01%
+130
554
$3.46K ﹤0.01%
225
555
$3.44K ﹤0.01%
200
556
$3.4K ﹤0.01%
30
557
$3.32K ﹤0.01%
100
558
$3.31K ﹤0.01%
600
559
$3.29K ﹤0.01%
81
560
$3.29K ﹤0.01%
175
561
$3.2K ﹤0.01%
70
562
$3.17K ﹤0.01%
104
563
$3.09K ﹤0.01%
+131
564
$3.07K ﹤0.01%
18
565
$3.05K ﹤0.01%
43
+7
566
$2.91K ﹤0.01%
50
567
$2.9K ﹤0.01%
+63
568
$2.86K ﹤0.01%
240
569
$2.86K ﹤0.01%
5
570
$2.74K ﹤0.01%
36
571
$2.72K ﹤0.01%
15
572
$2.69K ﹤0.01%
13
573
$2.63K ﹤0.01%
23
574
$2.61K ﹤0.01%
180
575
$2.52K ﹤0.01%
160
21 22
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