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
$311M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$9.78M
2
+$848K
3
+$443K
4
VTV icon
Vanguard Value ETF
VTV
+$418K
5
VUG icon
Vanguard Growth ETF
VUG
+$341K

Top Sells

1
+$3.82M
2
+$682K
3
+$541K
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$378K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$327K

Sector Composition

1 Financials 5.78%
2 Technology 4.49%
3 Healthcare 4.43%
4 Consumer Staples 2.92%
5 Industrials 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$228K 0.07%
300
+15
102
$227K 0.07%
2,237
103
$226K 0.07%
2,825
-433
104
$223K 0.07%
802
105
$218K 0.07%
1,000
+3
106
$217K 0.07%
23,631
107
$215K 0.07%
2,425
108
$214K 0.07%
1,183
+3
109
$211K 0.07%
1,741
+4
110
$211K 0.07%
5,230
-72
111
$200K 0.06%
3,406
112
$197K 0.06%
870
113
$195K 0.06%
508
-114
114
$193K 0.06%
900
115
$183K 0.06%
1,076
-770
116
$182K 0.06%
3,360
-1,000
117
$182K 0.06%
3,351
118
$180K 0.06%
791
+2
119
$176K 0.06%
1,068
+65
120
$173K 0.06%
3,002
+170
121
$168K 0.05%
1,063
+3
122
$167K 0.05%
1,667
+4
123
$167K 0.05%
4,326
124
$165K 0.05%
741
125
$164K 0.05%
1,317
+5
3 4
5
6 7