CFFP

Center for Financial Planning Portfolio holdings

AUM $961M
1-Year Est. Return 15.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.84%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$463M
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$2.57M
2
+$1.79M
3
+$620K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$554K
5
AAPL icon
Apple
AAPL
+$419K

Top Sells

1
+$630K
2
+$172K
3
+$142K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$104K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$93.1K

Sector Composition

1 Financials 5.66%
2 Technology 4.99%
3 Healthcare 3.81%
4 Consumer Staples 2.31%
5 Industrials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
576
– –
-811
577
– –
-13
578
– –
-6,377
579
– –
-61
580
– –
-150
581
– –
-800
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