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
$669M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$26.5M
3
+$3.2M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.08M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.34M

Top Sells

1
+$484K
2
+$206K
3
+$157K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$143K
5
HEI icon
HEICO Corp
HEI
+$125K

Sector Composition

1 Financials 4.96%
2 Technology 4.41%
3 Healthcare 3.16%
4 Consumer Staples 1.82%
5 Consumer Discretionary 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.24M 0.19%
11,218
+131
52
$1.11M 0.17%
7,376
+749
53
$1M 0.15%
75,497
-2,925
54
$1M 0.15%
26,030
-222
55
$1,000K 0.15%
19,932
-36
56
$945K 0.14%
4,783
57
$940K 0.14%
9,711
58
$925K 0.14%
3,280
+83
59
$897K 0.13%
2,108
+110
60
$888K 0.13%
12,690
61
$874K 0.13%
7,702
+500
62
$867K 0.13%
9,773
-204
63
$847K 0.13%
14,834
64
$795K 0.12%
3,944
-14
65
$787K 0.12%
3,151
66
$775K 0.12%
4,880
67
$709K 0.11%
8,433
+127
68
$696K 0.1%
3,364
+104
69
$694K 0.1%
12,183
70
$686K 0.1%
2,648
+131
71
$679K 0.1%
3,230
-230
72
$677K 0.1%
16,143
+1,075
73
$675K 0.1%
6,572
74
$661K 0.1%
17,322
-527
75
$646K 0.1%
4,907
1 2
3
4 5