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
$463M
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.72M
3
+$589K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$529K
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$399K

Top Sells

1
+$608K
2
+$176K
3
+$134K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$99.5K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$88.8K

Sector Composition

1 Financials 5.66%
2 Technology 4.99%
3 Healthcare 3.81%
4 Consumer Staples 2.31%
5 Industrials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$861K 0.19%
6,582
-38
52
$848K 0.18%
3,390
-40
53
$842K 0.18%
3,197
+47
54
$835K 0.18%
26,249
-1,166
55
$819K 0.18%
14,834
56
$812K 0.18%
12,690
57
$787K 0.17%
4,783
58
$782K 0.17%
3,554
59
$781K 0.17%
9,977
+140
60
$732K 0.16%
6,888
-937
61
$730K 0.16%
1,998
-5
62
$723K 0.16%
9,711
63
$695K 0.15%
7,202
64
$685K 0.15%
5,407
65
$666K 0.14%
4,910
-350
66
$612K 0.13%
3,460
-37
67
$603K 0.13%
3,986
+14
68
$598K 0.13%
18,029
-20
69
$574K 0.12%
8,282
-452
70
$572K 0.12%
2,018
+72
71
$567K 0.12%
12,183
72
$527K 0.11%
10,961
+700
73
$520K 0.11%
2,499
+71
74
$517K 0.11%
17,849
+1,536
75
$514K 0.11%
5,757
1 2
3
4 5