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
626
$609 ﹤0.01%
22
627
$600 ﹤0.01%
9
628
$600 ﹤0.01%
5,000
629
$534 ﹤0.01%
+8
630
$532 ﹤0.01%
5
631
$523 ﹤0.01%
30
632
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+15
633
$508 ﹤0.01%
135
634
$502 ﹤0.01%
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635
$488 ﹤0.01%
130
636
$474 ﹤0.01%
31
-128
637
$416 ﹤0.01%
+4
638
$397 ﹤0.01%
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$371 ﹤0.01%
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$370 ﹤0.01%
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$340 ﹤0.01%
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$337 ﹤0.01%
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$308 ﹤0.01%
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$253 ﹤0.01%
+3
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$222 ﹤0.01%
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$221 ﹤0.01%
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$143 ﹤0.01%
+13
650
$121 ﹤0.01%
4
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27 28