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
$411M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$2.53M
3
+$556K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$478K
5
VB icon
Vanguard Small-Cap ETF
VB
+$286K

Top Sells

1
+$2.25M
2
+$2.09M
3
+$1.72M
4
ZBH icon
Zimmer Biomet
ZBH
+$510K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$504K

Sector Composition

1 Financials 5.91%
2 Healthcare 4.37%
3 Technology 4.35%
4 Consumer Staples 2.86%
5 Industrials 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$897K 0.22%
3,405
-142
52
$891K 0.22%
21,225
-435
53
$850K 0.21%
27,405
-3,995
54
$836K 0.2%
3,554
55
$834K 0.2%
8,111
-4,461
56
$832K 0.2%
16,239
-1,986
57
$807K 0.2%
9,897
58
$777K 0.19%
5,603
+7
59
$723K 0.18%
2,158
-11
60
$703K 0.17%
7,319
-1,000
61
$656K 0.16%
5,407
-753
62
$653K 0.16%
4,158
+330
63
$642K 0.16%
3,681
-35
64
$595K 0.14%
15,106
+161
65
$588K 0.14%
8,718
-56
66
$587K 0.14%
2,926
-1,700
67
$585K 0.14%
1,899
+159
68
$575K 0.14%
1,084
+50
69
$568K 0.14%
10,150
-5,020
70
$544K 0.13%
5,378
71
$540K 0.13%
3,108
72
$526K 0.13%
5,757
-655
73
$524K 0.13%
2,374
+252
74
$509K 0.12%
4,327
-385
75
$508K 0.12%
10,261
+9,650
1 2
3
4 5