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
$296M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$2.06M
3
+$866K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$823K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$704K

Top Sells

1
+$35.2M
2
+$3.98M
3
+$2.31M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.26M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.1M

Sector Composition

1 Financials 5.13%
2 Healthcare 4.03%
3 Technology 3.39%
4 Consumer Staples 2.77%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$331K 0.11%
3,119
+76
77
$327K 0.11%
9,819
-8,924
78
$323K 0.11%
17,445
79
$318K 0.11%
4,355
-785
80
$318K 0.11%
3,180
+57
81
$297K 0.1%
+6,326
82
$296K 0.1%
3,637
-632
83
$286K 0.1%
1,730
+24
84
$285K 0.1%
5,109
-751
85
$283K 0.1%
7,326
-3,781
86
$277K 0.09%
2,965
+222
87
$276K 0.09%
4,641
-1,216
88
$275K 0.09%
7,993
+225
89
$272K 0.09%
1,722
+1,466
90
$264K 0.09%
1,023
91
$259K 0.09%
3,718
-48
92
$258K 0.09%
3,076
93
$257K 0.09%
+6,720
94
$255K 0.09%
1,277
+55
95
$254K 0.09%
6,711
+855
96
$251K 0.08%
1,684
-303
97
$251K 0.08%
5,008
-2,186
98
$247K 0.08%
3,348
+88
99
$245K 0.08%
7,171
+5,373
100
$240K 0.08%
639
2 3
4
5 6