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
$434M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$159K
3
+$125K
4
MDT icon
Medtronic
MDT
+$111K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$101K

Top Sells

1
+$1.05M
2
+$262K
3
+$206K
4
PG icon
Procter & Gamble
PG
+$203K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$161K

Sector Composition

1 Financials 5.51%
2 Technology 4.91%
3 Healthcare 4.07%
4 Consumer Staples 2.64%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$340K 0.08%
2,590
102
$326K 0.08%
1,446
+21
103
$324K 0.07%
16,826
+1,997
104
$320K 0.07%
8,863
+888
105
$316K 0.07%
3,229
+45
106
$308K 0.07%
8,136
-372
107
$296K 0.07%
721
108
$294K 0.07%
26,272
+2,239
109
$292K 0.07%
1,807
110
$285K 0.07%
1,156
111
$280K 0.06%
3,650
112
$278K 0.06%
6,234
+85
113
$278K 0.06%
3,406
114
$278K 0.06%
1,789
+22
115
$269K 0.06%
1,371
116
$269K 0.06%
853
117
$262K 0.06%
3,354
+807
118
$261K 0.06%
1,312
119
$252K 0.06%
2,227
+435
120
$252K 0.06%
3,123
121
$251K 0.06%
2,409
122
$251K 0.06%
3,028
123
$248K 0.06%
3,168
-155
124
$238K 0.05%
1,121
-100
125
$235K 0.05%
3,003
+90
3 4
5
6 7