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
$434M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$159K
3
+$125K
4
MDT icon
Medtronic
MDT
+$111K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$101K

Top Sells

1
+$1.05M
2
+$262K
3
+$206K
4
PG icon
Procter & Gamble
PG
+$203K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$161K

Sector Composition

1 Financials 5.51%
2 Technology 4.91%
3 Healthcare 4.07%
4 Consumer Staples 2.64%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$522K 0.12%
3,870
+26
77
$520K 0.12%
10,261
78
$517K 0.12%
4,719
+392
79
$502K 0.12%
4,996
80
$490K 0.11%
4,720
81
$467K 0.11%
3,075
-1
82
$466K 0.11%
3,260
83
$451K 0.1%
2,320
-54
84
$444K 0.1%
9,030
+498
85
$442K 0.1%
13,216
86
$409K 0.09%
5,076
+1,376
87
$406K 0.09%
5,671
-67
88
$401K 0.09%
4,005
-453
89
$395K 0.09%
8,132
90
$389K 0.09%
2,085
+159
91
$381K 0.09%
5,470
-7
92
$375K 0.09%
2,036
93
$370K 0.09%
16,908
94
$367K 0.08%
3,684
+57
95
$366K 0.08%
6,153
+691
96
$363K 0.08%
7,561
+2,604
97
$361K 0.08%
24,000
98
$355K 0.08%
1,210
+28
99
$346K 0.08%
6,834
-36
100
$340K 0.08%
1,775
+36
2 3
4
5 6