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
$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
601
$105 ﹤0.01%
+2
602
$99 ﹤0.01%
2
603
$97 ﹤0.01%
22
604
$68 ﹤0.01%
20
605
$30 ﹤0.01%
3
606
$10 ﹤0.01%
20
607
$4 ﹤0.01%
16
608
$2 ﹤0.01%
+1
609
– –
-26
610
– –
-2,000
611
– –
-190
612
– –
-500
613
– –
-500
614
– –
-212
615
– –
-573
616
– –
-120
617
– –
-540
618
– –
-1,000
619
– –
-700
620
– –
-1,582
621
– –
-2,067
622
– –
-239
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25