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
$311M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$9.78M
2
+$848K
3
+$443K
4
VTV icon
Vanguard Value ETF
VTV
+$418K
5
VUG icon
Vanguard Growth ETF
VUG
+$341K

Top Sells

1
+$3.82M
2
+$682K
3
+$541K
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$378K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$327K

Sector Composition

1 Financials 5.78%
2 Technology 4.49%
3 Healthcare 4.43%
4 Consumer Staples 2.92%
5 Industrials 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$386K 0.12%
6,306
77
$381K 0.12%
1,722
78
$376K 0.12%
751
+112
79
$361K 0.12%
3,103
+57
80
$354K 0.11%
1,391
+24
81
$352K 0.11%
1,706
82
$344K 0.11%
1,023
83
$343K 0.11%
1,099
+2
84
$333K 0.11%
3,076
85
$332K 0.11%
1,658
+4
86
$327K 0.11%
4,355
87
$309K 0.1%
3,260
88
$307K 0.1%
4,830
-434
89
$296K 0.1%
24,000
90
$290K 0.09%
2,846
+368
91
$285K 0.09%
4,726
92
$278K 0.09%
1,684
93
$271K 0.09%
5,863
+225
94
$266K 0.09%
5,697
-75
95
$261K 0.08%
1,182
96
$255K 0.08%
3,047
97
$255K 0.08%
7,118
-534
98
$251K 0.08%
3,420
99
$250K 0.08%
6,860
+20
100
$250K 0.08%
2,403
-66
2 3
4
5 6