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
$749M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$3.76M
3
+$2.55M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.05M
5
VB icon
Vanguard Small-Cap ETF
VB
+$827K

Top Sells

1
+$781K
2
+$286K
3
+$244K
4
DVN icon
Devon Energy
DVN
+$220K
5
WPP icon
WPP
WPP
+$214K

Sector Composition

1 Financials 4.85%
2 Technology 4.47%
3 Healthcare 2.54%
4 Consumer Discretionary 1.75%
5 Consumer Staples 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.35M 0.18%
11,739
+930
52
$1.22M 0.16%
3,028
-364
53
$1.21M 0.16%
2,438
+330
54
$1.15M 0.15%
10,036
-322
55
$1.1M 0.15%
4,346
56
$1.07M 0.14%
4,683
-34
57
$963K 0.13%
7,462
58
$914K 0.12%
10,114
-20
59
$912K 0.12%
6,793
+966
60
$860K 0.11%
17,975
-217
61
$838K 0.11%
6,763
62
$830K 0.11%
20,576
-222
63
$791K 0.11%
4,314
64
$786K 0.1%
8,894
+650
65
$783K 0.1%
2,120
+34
66
$781K 0.1%
4,760
67
$777K 0.1%
12,183
68
$772K 0.1%
8,971
-249
69
$760K 0.1%
3,171
70
$732K 0.1%
3,187
+424
71
$721K 0.1%
10,237
72
$714K 0.1%
72,121
-1,619
73
$714K 0.1%
3,230
74
$712K 0.1%
11,170
75
$678K 0.09%
6,242
-330
1 2
3
4 5