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
$311M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$9.78M
2
+$848K
3
+$443K
4
VTV icon
Vanguard Value ETF
VTV
+$418K
5
VUG icon
Vanguard Growth ETF
VUG
+$341K

Top Sells

1
+$3.82M
2
+$682K
3
+$541K
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$378K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$327K

Sector Composition

1 Financials 5.78%
2 Technology 4.49%
3 Healthcare 4.43%
4 Consumer Staples 2.92%
5 Industrials 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$651K 0.21%
3,408
52
$629K 0.2%
6,328
-1,038
53
$617K 0.2%
28,630
+2,065
54
$603K 0.19%
1,671
-58
55
$589K 0.19%
16,921
+43
56
$569K 0.18%
1,700
-118
57
$568K 0.18%
3,625
-324
58
$566K 0.18%
3,780
-4
59
$566K 0.18%
2,634
-475
60
$562K 0.18%
84,423
+534
61
$560K 0.18%
4,233
62
$551K 0.18%
7,851
-1,588
63
$545K 0.18%
8,319
-800
64
$541K 0.17%
13,731
+266
65
$533K 0.17%
3,023
-180
66
$507K 0.16%
3,123
67
$500K 0.16%
10,102
68
$496K 0.16%
3,465
+315
69
$481K 0.15%
4,917
-155
70
$460K 0.15%
2,762
+55
71
$457K 0.15%
3,680
+60
72
$423K 0.14%
12,324
-1,137
73
$411K 0.13%
10,060
-403
74
$394K 0.13%
1,322
+17
75
$389K 0.13%
9,632
-250
1 2
3
4 5