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
576
$1.32K ﹤0.01%
+79
577
$1.32K ﹤0.01%
100
578
$1.3K ﹤0.01%
+10
579
$1.27K ﹤0.01%
3
580
$1.26K ﹤0.01%
+18
581
$1.26K ﹤0.01%
+13
582
$1.24K ﹤0.01%
50
583
$1.24K ﹤0.01%
+12
584
$1.23K ﹤0.01%
+10
585
$1.23K ﹤0.01%
+7
586
$1.23K ﹤0.01%
18
587
$1.22K ﹤0.01%
+8
588
$1.22K ﹤0.01%
+127
589
$1.2K ﹤0.01%
+4
590
$1.2K ﹤0.01%
+8
591
$1.2K ﹤0.01%
+9
592
$1.18K ﹤0.01%
+14
593
$1.16K ﹤0.01%
+23
594
$1.15K ﹤0.01%
+37
595
$1.14K ﹤0.01%
+8
596
$1.14K ﹤0.01%
+4
597
$1.13K ﹤0.01%
+5
598
$1.12K ﹤0.01%
174
599
$1.11K ﹤0.01%
+41
600
$1.11K ﹤0.01%
+9
22 23
24
25 26