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
651
$119 ﹤0.01%
14
-290
652
$97 ﹤0.01%
2
653
$91 ﹤0.01%
10
654
$90 ﹤0.01%
21
655
$89 ﹤0.01%
1
656
$81 ﹤0.01%
20
657
$76 ﹤0.01%
+62
658
$72 ﹤0.01%
+55
659
$69 ﹤0.01%
25
-10
660
$64 ﹤0.01%
50
661
$60 ﹤0.01%
+6
662
$56 ﹤0.01%
5
663
$53 ﹤0.01%
44
664
$47 ﹤0.01%
+27
665
$34 ﹤0.01%
1
666
$31 ﹤0.01%
8
667
$28 ﹤0.01%
3
668
$28 ﹤0.01%
2
669
$27 ﹤0.01%
+2
670
– –
0
671
$22 ﹤0.01%
4
672
$9 ﹤0.01%
2
673
$9 ﹤0.01%
2
674
– –
0
675
$1 ﹤0.01%
1
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27
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