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
$692M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$6.59M
3
+$1.05M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$358K

Top Sells

1
+$2.98M
2
+$247K
3
+$239K
4
EGP icon
EastGroup Properties
EGP
+$179K
5
MMM icon
3M
MMM
+$164K

Sector Composition

1 Financials 4.64%
2 Technology 4.55%
3 Healthcare 2.95%
4 Consumer Staples 1.77%
5 Consumer Discretionary 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.16M 0.17%
4,885
52
$1.15M 0.17%
10,771
-447
53
$957K 0.14%
25,204
-826
54
$940K 0.14%
2,108
55
$940K 0.14%
74,956
-541
56
$930K 0.13%
4,783
57
$919K 0.13%
14,834
58
$901K 0.13%
18,223
-1,709
59
$853K 0.12%
9,515
-196
60
$848K 0.12%
7,702
61
$836K 0.12%
3,280
62
$835K 0.12%
8,171
-1,602
63
$803K 0.12%
12,690
64
$787K 0.11%
3,151
65
$743K 0.11%
4,880
66
$717K 0.1%
12,183
67
$708K 0.1%
4,078
+134
68
$701K 0.1%
5,673
+153
69
$699K 0.1%
3,364
70
$697K 0.1%
2,733
+85
71
$689K 0.1%
761
+6
72
$686K 0.1%
2,086
+6
73
$685K 0.1%
10,118
+344
74
$671K 0.1%
3,390
75
$668K 0.1%
8,233
-200
1 2
3
4 5