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
$692M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$6.59M
3
+$1.05M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$358K

Top Sells

1
+$2.98M
2
+$247K
3
+$239K
4
EGP icon
EastGroup Properties
EGP
+$179K
5
MMM icon
3M
MMM
+$164K

Sector Composition

1 Financials 4.64%
2 Technology 4.55%
3 Healthcare 2.95%
4 Consumer Staples 1.77%
5 Consumer Discretionary 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$659K 0.1%
17,722
+400
77
$655K 0.09%
3,230
78
$643K 0.09%
15,580
-563
79
$639K 0.09%
6,572
80
$631K 0.09%
4,946
+39
81
$560K 0.08%
5,528
82
$555K 0.08%
3,074
83
$549K 0.08%
4,947
-25
84
$532K 0.08%
1,977
+8
85
$531K 0.08%
2,059
+47
86
$529K 0.08%
3,061
-134
87
$519K 0.08%
13,216
88
$504K 0.07%
10,048
-765
89
$498K 0.07%
988
+5
90
$482K 0.07%
19,533
91
$480K 0.07%
1,002
-35
92
$474K 0.07%
866
-160
93
$471K 0.07%
2,903
94
$468K 0.07%
16,730
-492
95
$440K 0.06%
5,587
+222
96
$427K 0.06%
3,122
97
$417K 0.06%
819
+3
98
$414K 0.06%
10,560
+321
99
$404K 0.06%
7,611
-280
100
$400K 0.06%
1,098
-43
2 3
4
5 6