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
$669M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$26.5M
3
+$3.2M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.08M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.34M

Top Sells

1
+$484K
2
+$206K
3
+$157K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$143K
5
HEI icon
HEICO Corp
HEI
+$125K

Sector Composition

1 Financials 4.96%
2 Technology 4.41%
3 Healthcare 3.16%
4 Consumer Staples 1.82%
5 Consumer Discretionary 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$624K 0.09%
2,080
+34
77
$610K 0.09%
3,195
+613
78
$596K 0.09%
3,390
79
$588K 0.09%
9,774
+102
80
$587K 0.09%
755
+282
81
$558K 0.08%
4,972
+105
82
$547K 0.08%
10,813
+100
83
$545K 0.08%
3,074
-1
84
$541K 0.08%
13,216
85
$539K 0.08%
1,026
+160
86
$524K 0.08%
2,903
87
$506K 0.08%
5,528
+250
88
$499K 0.07%
5,520
+1,080
89
$495K 0.07%
19,533
90
$488K 0.07%
1,969
+27
91
$487K 0.07%
2,012
-17
92
$478K 0.07%
17,222
+564
93
$477K 0.07%
983
+16
94
$468K 0.07%
5,365
+83
95
$464K 0.07%
3,122
-92
96
$460K 0.07%
1,037
97
$459K 0.07%
3,753
-258
98
$444K 0.07%
10,239
+1,178
99
$429K 0.06%
7,891
-61
100
$419K 0.06%
1,500
+43
2 3
4
5 6