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
$463M
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.72M
3
+$589K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$529K
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$399K

Top Sells

1
+$608K
2
+$176K
3
+$134K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$99.5K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$88.8K

Sector Composition

1 Financials 5.66%
2 Technology 4.99%
3 Healthcare 3.81%
4 Consumer Staples 2.31%
5 Industrials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$513K 0.11%
6,546
+1,386
77
$509K 0.11%
9,552
+297
78
$505K 0.11%
3,239
+220
79
$501K 0.11%
15,462
+412
80
$489K 0.11%
5,278
-100
81
$488K 0.11%
4,919
82
$482K 0.1%
2,251
-625
83
$454K 0.1%
3,260
84
$450K 0.1%
13,216
85
$429K 0.09%
3,075
86
$420K 0.09%
19,533
87
$415K 0.09%
2,046
+10
88
$404K 0.09%
801
-350
89
$398K 0.09%
8,132
90
$388K 0.08%
1,942
+22
91
$380K 0.08%
5,470
-49
92
$377K 0.08%
8,499
+337
93
$374K 0.08%
1,870
+66
94
$365K 0.08%
3,880
+121
95
$362K 0.08%
2,582
+258
96
$360K 0.08%
5,228
97
$360K 0.08%
7,547
+328
98
$352K 0.08%
24,000
99
$351K 0.08%
817
+96
100
$346K 0.07%
1,210
2 3
4
5 6