CFFP

Center for Financial Planning Portfolio holdings

AUM $961M
1-Year Est. Return 15.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.84%
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
+$34M
2
+$2.5M
3
+$2.2M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.89M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.59M

Top Sells

1
+$2.52M
2
+$603K
3
+$401K
4
RJF icon
Raymond James Financial
RJF
+$400K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$350K

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
676
$327 ﹤0.01%
20
677
$326 ﹤0.01%
+16
678
$322 ﹤0.01%
11
679
$191 ﹤0.01%
17
680
$166 ﹤0.01%
13
681
$132 ﹤0.01%
14
682
$116 ﹤0.01%
2
683
$116 ﹤0.01%
26
684
$97 ﹤0.01%
4
685
$93 ﹤0.01%
21
686
$93 ﹤0.01%
13
+7
687
$84 ﹤0.01%
10
688
$81 ﹤0.01%
+2
689
$78 ﹤0.01%
1
690
$58 ﹤0.01%
50
691
$54 ﹤0.01%
20
692
$44 ﹤0.01%
5
693
$33 ﹤0.01%
2
694
$31 ﹤0.01%
8
695
$31 ﹤0.01%
1
696
$29 ﹤0.01%
3
697
$23 ﹤0.01%
25
698
$11 ﹤0.01%
2
699
$6 ﹤0.01%
2
700
$1 ﹤0.01%
1
26 27
28
29 30