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
$476M
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$409K
3
+$371K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$323K
5
VB icon
Vanguard Small-Cap ETF
VB
+$263K

Top Sells

1
+$1.18M
2
+$502K
3
+$215K
4
UNP icon
Union Pacific
UNP
+$194K
5
MSFT icon
Microsoft
MSFT
+$186K

Sector Composition

1 Financials 5.45%
2 Technology 5.07%
3 Healthcare 3.82%
4 Consumer Staples 2.4%
5 Industrials 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$928K 0.19%
4,783
52
$924K 0.19%
9,711
-186
53
$916K 0.19%
10,560
+310
54
$898K 0.19%
3,430
55
$897K 0.19%
27,415
+5
56
$865K 0.18%
7,825
+624
57
$864K 0.18%
4,296
+103
58
$823K 0.17%
9,837
59
$803K 0.17%
2,003
60
$792K 0.17%
6,620
+1,900
61
$756K 0.16%
3,554
62
$741K 0.16%
5,260
+30
63
$728K 0.15%
15,435
+7,874
64
$662K 0.14%
18,049
+569
65
$661K 0.14%
2,876
66
$657K 0.14%
16,313
-51
67
$655K 0.14%
3,497
-184
68
$651K 0.14%
7,202
-117
69
$638K 0.13%
8,734
+6
70
$610K 0.13%
5,407
71
$587K 0.12%
12,183
72
$583K 0.12%
1,946
+28
73
$560K 0.12%
15,050
+142
74
$553K 0.12%
1,151
+10
75
$547K 0.11%
5,757
1 2
3
4 5