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
576
$2.28K ﹤0.01%
160
577
$2.19K ﹤0.01%
7
578
$2.1K ﹤0.01%
+68
579
$2.08K ﹤0.01%
4
580
$2.04K ﹤0.01%
17
581
$2.04K ﹤0.01%
1,000
582
$2.04K ﹤0.01%
2,067
583
$2.04K ﹤0.01%
36
584
$2K ﹤0.01%
+22
585
$1.99K ﹤0.01%
+55
586
$1.98K ﹤0.01%
88
587
$1.93K ﹤0.01%
37
588
$1.92K ﹤0.01%
+70
589
$1.9K ﹤0.01%
20
590
$1.9K ﹤0.01%
100
591
$1.89K ﹤0.01%
97
592
$1.86K ﹤0.01%
9
593
$1.8K ﹤0.01%
20
594
$1.76K ﹤0.01%
43
595
$1.74K ﹤0.01%
4
596
$1.7K ﹤0.01%
174
597
$1.7K ﹤0.01%
20
598
$1.69K ﹤0.01%
23
599
$1.69K ﹤0.01%
21
600
$1.68K ﹤0.01%
3
22 23
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