CFFP

Center for Financial Planning Portfolio holdings

AUM $936M
1-Year Est. Return 13.21%
This Quarter Est. Return
1 Year Est. Return
+13.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$783M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$2.37M
3
+$2.13M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.91M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.53M

Top Sells

1
+$2.32M
2
+$568K
3
+$422K
4
RJF icon
Raymond James Financial
RJF
+$358K
5
AAPL icon
Apple
AAPL
+$300K

Sector Composition

1 Financials 4.97%
2 Technology 3.55%
3 Healthcare 2.66%
4 Consumer Staples 1.62%
5 Consumer Discretionary 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$720K 0.09%
4,771
+11
77
$720K 0.09%
2,053
+20
78
$713K 0.09%
5,494
79
$711K 0.09%
1,517
+338
80
$698K 0.09%
3,406
+219
81
$672K 0.09%
1,283
+152
82
$668K 0.09%
4,834
-81
83
$668K 0.09%
11,170
84
$661K 0.08%
10,707
-570
85
$639K 0.08%
3,205
-25
86
$632K 0.08%
1,096
+7
87
$627K 0.08%
759
-55
88
$608K 0.08%
6,242
89
$589K 0.08%
1,949
+134
90
$580K 0.07%
3,979
-89
91
$567K 0.07%
56,537
-15,584
92
$552K 0.07%
1,870
+131
93
$545K 0.07%
13,216
94
$540K 0.07%
3,074
95
$524K 0.07%
1,975
+144
96
$519K 0.07%
19,533
97
$519K 0.07%
+4,921
98
$511K 0.07%
2,315
+18
99
$506K 0.06%
5,430
-970
100
$491K 0.06%
+17,361
2 3
4
5 6