CFFP

Center for Financial Planning Portfolio holdings

AUM $936M
1-Year Est. Return 13.21%
This Quarter Est. Return
1 Year Est. Return
+13.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$783M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$2.37M
3
+$2.13M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.91M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.53M

Top Sells

1
+$2.32M
2
+$568K
3
+$422K
4
RJF icon
Raymond James Financial
RJF
+$358K
5
AAPL icon
Apple
AAPL
+$300K

Sector Composition

1 Financials 4.97%
2 Technology 3.55%
3 Healthcare 2.66%
4 Consumer Staples 1.62%
5 Consumer Discretionary 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.26M 0.16%
10,921
+885
52
$1.24M 0.16%
2,207
+1,347
53
$1.24M 0.16%
2,437
-1
54
$1.16M 0.15%
4,889
+206
55
$1.09M 0.14%
4,015
-308
56
$1.09M 0.14%
7,432
-30
57
$1.08M 0.14%
4,346
58
$1.04M 0.13%
20,527
+2,552
59
$1.01M 0.13%
+20,845
60
$956K 0.12%
10,885
+771
61
$939K 0.12%
4,314
62
$923K 0.12%
5,971
-1,931
63
$907K 0.12%
5,714
+186
64
$897K 0.11%
3,171
65
$874K 0.11%
8,062
+1,269
66
$826K 0.11%
20,439
-137
67
$797K 0.1%
3,074
+46
68
$790K 0.1%
10,237
69
$765K 0.1%
3,942
+722
70
$760K 0.1%
9,168
+197
71
$757K 0.1%
8,902
+8
72
$741K 0.09%
6,763
73
$737K 0.09%
12,183
74
$735K 0.09%
2,183
+63
75
$726K 0.09%
2,919
-142
1 2
3
4 5