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
651
$826 ﹤0.01%
+23
652
$815 ﹤0.01%
10
653
$752 ﹤0.01%
100
654
$747 ﹤0.01%
60
655
$737 ﹤0.01%
24
656
$652 ﹤0.01%
+29
657
$643 ﹤0.01%
50
658
$637 ﹤0.01%
+490
659
$618 ﹤0.01%
127
660
$615 ﹤0.01%
22
661
$615 ﹤0.01%
250
662
$606 ﹤0.01%
9
663
$559 ﹤0.01%
9
664
$496 ﹤0.01%
+35
665
$488 ﹤0.01%
22
666
$433 ﹤0.01%
8
667
$432 ﹤0.01%
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668
$417 ﹤0.01%
+9
669
$413 ﹤0.01%
130
670
$412 ﹤0.01%
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671
$409 ﹤0.01%
+19
672
$399 ﹤0.01%
31
673
$343 ﹤0.01%
17
674
$341 ﹤0.01%
10
675
$338 ﹤0.01%
20
25 26
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28 29