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
$434M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$159K
3
+$125K
4
MDT icon
Medtronic
MDT
+$111K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$101K

Top Sells

1
+$1.05M
2
+$262K
3
+$206K
4
PG icon
Procter & Gamble
PG
+$203K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$161K

Sector Composition

1 Financials 5.51%
2 Technology 4.91%
3 Healthcare 4.07%
4 Consumer Staples 2.64%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$931K 0.21%
3,329
-76
52
$931K 0.21%
20,606
-619
53
$865K 0.2%
9,837
-114
54
$859K 0.2%
27,410
+5
55
$794K 0.18%
3,554
56
$787K 0.18%
7,201
-910
57
$736K 0.17%
16,364
+50
58
$719K 0.17%
4,193
+35
59
$717K 0.17%
5,230
-373
60
$713K 0.16%
17,480
+1,241
61
$712K 0.16%
3,430
+40
62
$691K 0.16%
2,003
-155
63
$658K 0.15%
10,250
+100
64
$657K 0.15%
3,681
65
$638K 0.15%
7,319
66
$622K 0.14%
2,876
-50
67
$618K 0.14%
5,407
68
$610K 0.14%
8,728
+10
69
$583K 0.13%
3,006
-102
70
$580K 0.13%
14,908
-198
71
$551K 0.13%
1,918
+19
72
$541K 0.12%
12,183
73
$539K 0.12%
1,141
+57
74
$539K 0.12%
5,757
75
$523K 0.12%
5,378
1 2
3
4 5