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
626
$1.23K ﹤0.01%
18
627
$1.23K ﹤0.01%
14
628
$1.22K ﹤0.01%
4
629
$1.21K ﹤0.01%
+44
630
$1.2K ﹤0.01%
7
631
$1.16K ﹤0.01%
100
632
$1.16K ﹤0.01%
18
633
$1.09K ﹤0.01%
12
634
$1.08K ﹤0.01%
28
635
$1.06K ﹤0.01%
10
636
$1.02K ﹤0.01%
+24
637
$1.02K ﹤0.01%
13
638
$997 ﹤0.01%
50
639
$991 ﹤0.01%
4
640
$988 ﹤0.01%
5
641
$977 ﹤0.01%
50
642
$921 ﹤0.01%
37
643
$909 ﹤0.01%
79
644
$903 ﹤0.01%
4
645
$898 ﹤0.01%
7
646
$882 ﹤0.01%
10
647
$876 ﹤0.01%
174
648
$870 ﹤0.01%
321
649
$869 ﹤0.01%
+24
650
$850 ﹤0.01%
10
24 25
26
27 28