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
$411M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$2.53M
3
+$556K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$478K
5
VB icon
Vanguard Small-Cap ETF
VB
+$286K

Top Sells

1
+$2.25M
2
+$2.09M
3
+$1.72M
4
ZBH icon
Zimmer Biomet
ZBH
+$510K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$504K

Sector Composition

1 Financials 5.91%
2 Healthcare 4.37%
3 Technology 4.35%
4 Consumer Staples 2.86%
5 Industrials 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$507K 0.12%
12,183
77
$500K 0.12%
4,996
-4,996
78
$464K 0.11%
16,314
+150
79
$447K 0.11%
3,844
+205
80
$442K 0.11%
13,216
81
$423K 0.1%
3,260
-27
82
$423K 0.1%
6,870
+835
83
$418K 0.1%
3,390
-90
84
$417K 0.1%
3,076
85
$416K 0.1%
4,720
+700
86
$403K 0.1%
8,532
+786
87
$387K 0.09%
4,458
-700
88
$383K 0.09%
1,676
+176
89
$377K 0.09%
5,738
90
$373K 0.09%
8,132
91
$372K 0.09%
16,908
92
$365K 0.09%
5,477
93
$365K 0.09%
2,590
+100
94
$363K 0.09%
24,000
95
$352K 0.09%
3,627
-720
96
$348K 0.08%
7,975
97
$342K 0.08%
2,036
+282
98
$339K 0.08%
24,033
99
$321K 0.08%
3,184
-235
100
$309K 0.08%
1,807
+275
2 3
4
5 6