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
601
$1.67K ﹤0.01%
13
602
$1.64K ﹤0.01%
13
603
$1.61K ﹤0.01%
5
604
$1.58K ﹤0.01%
7
605
$1.57K ﹤0.01%
20
606
$1.55K ﹤0.01%
12
607
$1.54K ﹤0.01%
100
608
$1.53K ﹤0.01%
4
609
$1.52K ﹤0.01%
52
610
$1.5K ﹤0.01%
62
611
$1.48K ﹤0.01%
4
612
$1.46K ﹤0.01%
10
613
$1.44K ﹤0.01%
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614
$1.4K ﹤0.01%
111
615
$1.39K ﹤0.01%
8
616
$1.38K ﹤0.01%
+52
617
$1.38K ﹤0.01%
13
618
$1.36K ﹤0.01%
55
619
$1.33K ﹤0.01%
7
620
$1.32K ﹤0.01%
100
621
$1.29K ﹤0.01%
+17
622
$1.28K ﹤0.01%
3
623
$1.27K ﹤0.01%
4
624
$1.26K ﹤0.01%
8
625
$1.25K ﹤0.01%
17
23 24
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