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
$296M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$2.06M
3
+$866K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$823K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$704K

Top Sells

1
+$35.2M
2
+$3.98M
3
+$2.31M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.26M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.1M

Sector Composition

1 Financials 5.13%
2 Healthcare 4.03%
3 Technology 3.39%
4 Consumer Staples 2.77%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$238K 0.08%
3,047
102
$237K 0.08%
8,242
-839
103
$227K 0.08%
670
+48
104
$225K 0.08%
2,494
-98
105
$210K 0.07%
+2,560
106
$194K 0.07%
23,631
107
$193K 0.07%
2,478
-150
108
$187K 0.06%
5,440
-8
109
$187K 0.06%
24,000
110
$186K 0.06%
+2,926
111
$182K 0.06%
2,282
+2,002
112
$180K 0.06%
1,192
-1,754
113
$172K 0.06%
3,406
114
$162K 0.05%
850
+9
115
$161K 0.05%
793
+43
116
$157K 0.05%
1,041
+866
117
$154K 0.05%
4,991
+252
118
$149K 0.05%
859
+121
119
$147K 0.05%
741
+211
120
$142K 0.05%
1,065
+62
121
$136K 0.05%
3,900
122
$135K 0.05%
1,139
+739
123
$134K 0.05%
1,917
+1,286
124
$132K 0.04%
2,459
125
$131K 0.04%
900
3 4
5
6 7