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
$411M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$2.53M
3
+$556K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$478K
5
VB icon
Vanguard Small-Cap ETF
VB
+$286K

Top Sells

1
+$2.25M
2
+$2.09M
3
+$1.72M
4
ZBH icon
Zimmer Biomet
ZBH
+$510K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$504K

Sector Composition

1 Financials 5.91%
2 Healthcare 4.37%
3 Technology 4.35%
4 Consumer Staples 2.86%
5 Industrials 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$304K 0.07%
1,182
102
$304K 0.07%
1,926
+284
103
$298K 0.07%
8,508
+558
104
$296K 0.07%
1,425
+139
105
$292K 0.07%
1,739
+249
106
$288K 0.07%
3,700
+498
107
$287K 0.07%
1,156
+151
108
$285K 0.07%
1,371
+194
109
$281K 0.07%
6,149
110
$277K 0.07%
721
-120
111
$273K 0.07%
14,829
-345
112
$272K 0.07%
3,406
113
$271K 0.07%
3,650
114
$269K 0.07%
1,312
+220
115
$269K 0.07%
5,462
+866
116
$265K 0.06%
3,323
+467
117
$256K 0.06%
853
118
$247K 0.06%
2,409
+198
119
$244K 0.06%
1,767
+274
120
$235K 0.06%
3,123
121
$234K 0.06%
2,913
+535
122
$233K 0.06%
1,221
123
$232K 0.06%
+4,957
124
$228K 0.06%
12,664
125
$226K 0.05%
3,028
+655
3 4
5
6 7