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
$476M
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$409K
3
+$371K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$323K
5
VB icon
Vanguard Small-Cap ETF
VB
+$263K

Top Sells

1
+$1.18M
2
+$502K
3
+$215K
4
UNP icon
Union Pacific
UNP
+$194K
5
MSFT icon
Microsoft
MSFT
+$186K

Sector Composition

1 Financials 5.45%
2 Technology 5.07%
3 Healthcare 3.82%
4 Consumer Staples 2.4%
5 Industrials 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$541K 0.11%
3,019
+13
77
$541K 0.11%
4,919
+200
78
$525K 0.11%
5,378
79
$515K 0.11%
10,261
80
$485K 0.1%
9,255
+225
81
$468K 0.1%
2,428
+108
82
$463K 0.1%
3,972
+102
83
$456K 0.1%
13,216
84
$455K 0.1%
5,160
+84
85
$454K 0.1%
3,075
86
$437K 0.09%
19,533
+2,625
87
$432K 0.09%
3,260
88
$408K 0.09%
24,000
89
$403K 0.08%
5,519
+49
90
$399K 0.08%
1,210
91
$398K 0.08%
8,132
92
$393K 0.08%
1,920
-165
93
$389K 0.08%
2,036
94
$379K 0.08%
5,228
-443
95
$368K 0.08%
3,759
+75
96
$358K 0.08%
4,005
97
$349K 0.07%
7,219
+385
98
$343K 0.07%
1,446
99
$339K 0.07%
8,162
+26
100
$334K 0.07%
1,804
+29
2 3
4
5 6