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
576
$548 ﹤0.01%
36
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$522 ﹤0.01%
+200
578
$512 ﹤0.01%
22
579
$500 ﹤0.01%
+6
580
$482 ﹤0.01%
17
581
$467 ﹤0.01%
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30
583
$434 ﹤0.01%
20
584
$413 ﹤0.01%
+167
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$412 ﹤0.01%
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$382 ﹤0.01%
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587
$372 ﹤0.01%
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$350 ﹤0.01%
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593
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25
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597
$131 ﹤0.01%
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+1
599
$118 ﹤0.01%
1
600
$108 ﹤0.01%
+50
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