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
$296M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$2.06M
3
+$866K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$823K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$704K

Top Sells

1
+$35.2M
2
+$3.98M
3
+$2.31M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.26M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.1M

Sector Composition

1 Financials 5.13%
2 Healthcare 4.03%
3 Technology 3.39%
4 Consumer Staples 2.77%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$642K 0.22%
16,906
+343
52
$641K 0.22%
+17,969
53
$624K 0.21%
20,139
+846
54
$616K 0.21%
4,555
55
$605K 0.2%
27,470
-6,867
56
$563K 0.19%
16,600
57
$545K 0.18%
12,631
+1,716
58
$543K 0.18%
18,875
+395
59
$531K 0.18%
3,998
+69
60
$523K 0.18%
13,313
-923
61
$475K 0.16%
4,149
+369
62
$435K 0.15%
9,119
-774
63
$432K 0.15%
3,285
+3,240
64
$428K 0.14%
3,491
+83
65
$426K 0.14%
1,739
+10
66
$415K 0.14%
4,233
67
$410K 0.14%
5,069
-472
68
$406K 0.14%
83,977
+4,258
69
$391K 0.13%
3,500
+86
70
$384K 0.13%
7,096
+2,700
71
$372K 0.13%
1,994
+663
72
$367K 0.12%
4,541
73
$360K 0.12%
4,044
-1,273
74
$356K 0.12%
6,666
-20,611
75
$347K 0.12%
3,588
-292
1 2
3
4 5