CFFP

Center for Financial Planning Portfolio holdings

AUM $961M
1-Year Est. Return 15.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.84%
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
+$34M
2
+$2.5M
3
+$2.2M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.89M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.59M

Top Sells

1
+$2.52M
2
+$603K
3
+$401K
4
RJF icon
Raymond James Financial
RJF
+$400K
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$350K

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
751
– –
-1,432
752
– –
-5,000
753
– –
-4,113
754
– –
0
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