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
$749M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$3.76M
3
+$2.55M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.05M
5
VB icon
Vanguard Small-Cap ETF
VB
+$827K

Top Sells

1
+$781K
2
+$286K
3
+$244K
4
DVN icon
Devon Energy
DVN
+$220K
5
WPP icon
WPP
WPP
+$214K

Sector Composition

1 Financials 4.85%
2 Technology 4.47%
3 Healthcare 2.54%
4 Consumer Discretionary 1.75%
5 Consumer Staples 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$673K 0.09%
3,061
77
$668K 0.09%
11,277
-199
78
$666K 0.09%
5,494
+387
79
$665K 0.09%
5,528
80
$643K 0.09%
2,033
+521
81
$638K 0.09%
1,089
+51
82
$631K 0.08%
3,220
+2,787
83
$628K 0.08%
814
+42
84
$603K 0.08%
1,179
+177
85
$594K 0.08%
4,915
-414
86
$577K 0.08%
3,074
87
$572K 0.08%
1,131
+18
88
$570K 0.08%
640
+240
89
$568K 0.08%
4,068
90
$541K 0.07%
13,216
91
$509K 0.07%
19,533
92
$506K 0.07%
860
-6
93
$504K 0.07%
1,739
+3
94
$504K 0.07%
10,048
95
$502K 0.07%
1,815
+77
96
$472K 0.06%
2,297
97
$441K 0.06%
1,098
98
$432K 0.06%
9,029
99
$425K 0.06%
1,831
-125
100
$425K 0.06%
7,017
+6,880
2 3
4
5 6