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
601
$1.11K ﹤0.01%
+3
602
$1.1K ﹤0.01%
+5
603
$1.08K ﹤0.01%
+7
604
$1.07K ﹤0.01%
+11
605
$1.07K ﹤0.01%
34
+30
606
$1.04K ﹤0.01%
+20
607
$1.03K ﹤0.01%
+19
608
$994 ﹤0.01%
+33
609
$987 ﹤0.01%
+27
610
$983 ﹤0.01%
+16
611
$981 ﹤0.01%
225
-130
612
$978 ﹤0.01%
+14
613
$954 ﹤0.01%
321
614
$951 ﹤0.01%
+8
615
$900 ﹤0.01%
50
616
$862 ﹤0.01%
50
617
$859 ﹤0.01%
7
618
$841 ﹤0.01%
10
619
$798 ﹤0.01%
60
-13
620
$778 ﹤0.01%
100
621
$761 ﹤0.01%
24
+1
622
$744 ﹤0.01%
10
623
$733 ﹤0.01%
69
624
$625 ﹤0.01%
250
625
$619 ﹤0.01%
9
-90
23 24
25
26 27