CFFP
Center for Financial Planning Portfolio holdings
AUM
$961M
1-Year Est. Return
15.84%
This Fund
S&P 500
1 Year Est. Return
+15.84%
AUM
$783M
AUM Growth
+$33.3M
(+4.4%)
Holding
754
Top Buys
| 1 | +$34M | |
| 2 | +$2.5M | |
| 3 | +$2.2M | |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.89M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$1.59M |
Top Sells
| 1 | +$2.52M | |
| 2 | +$603K | |
| 3 | +$401K | |
| 4 |
Raymond James Financial
RJF
|
+$400K |
| 5 |
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% |