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
$476M
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$409K
3
+$371K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$323K
5
VB icon
Vanguard Small-Cap ETF
VB
+$263K

Top Sells

1
+$1.18M
2
+$502K
3
+$215K
4
UNP icon
Union Pacific
UNP
+$194K
5
MSFT icon
Microsoft
MSFT
+$186K

Sector Composition

1 Financials 5.45%
2 Technology 5.07%
3 Healthcare 3.82%
4 Consumer Staples 2.4%
5 Industrials 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$322K 0.07%
6,153
102
$321K 0.07%
721
103
$317K 0.07%
3,232
+3
104
$311K 0.07%
2,324
-266
105
$307K 0.06%
1,838
+49
106
$303K 0.06%
1,807
107
$298K 0.06%
9,029
+166
108
$295K 0.06%
1,312
109
$294K 0.06%
853
110
$293K 0.06%
3,123
111
$288K 0.06%
779
+65
112
$286K 0.06%
3,028
113
$283K 0.06%
26,272
114
$282K 0.06%
6,234
115
$281K 0.06%
2,227
116
$279K 0.06%
634
117
$276K 0.06%
3,406
118
$275K 0.06%
3,650
119
$272K 0.06%
2,409
120
$270K 0.06%
1,377
+6
121
$269K 0.06%
3,168
122
$252K 0.05%
3,074
+71
123
$251K 0.05%
15,758
-1,068
124
$237K 0.05%
1,121
125
$235K 0.05%
820
-34
3 4
5
6 7