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
$463M
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.72M
3
+$589K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$529K
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$399K

Top Sells

1
+$608K
2
+$176K
3
+$134K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$99.5K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$88.8K

Sector Composition

1 Financials 5.66%
2 Technology 4.99%
3 Healthcare 3.81%
4 Consumer Staples 2.31%
5 Industrials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$335K 0.07%
1,457
+11
102
$330K 0.07%
4,077
+72
103
$309K 0.07%
1,570
+258
104
$299K 0.06%
9,029
105
$289K 0.06%
962
+142
106
$283K 0.06%
3,179
+11
107
$280K 0.06%
1,954
+116
108
$279K 0.06%
779
109
$277K 0.06%
853
110
$274K 0.06%
6,153
111
$273K 0.06%
26,272
112
$272K 0.06%
506
+106
113
$266K 0.06%
2,421
+12
114
$264K 0.06%
3,650
115
$262K 0.06%
1,507
+130
116
$261K 0.06%
3,123
117
$258K 0.06%
3,722
+694
118
$254K 0.05%
6,034
-200
119
$253K 0.05%
3,406
120
$252K 0.05%
2,227
121
$239K 0.05%
634
122
$239K 0.05%
1,806
-1
123
$236K 0.05%
15,742
-16
124
$231K 0.05%
3,330
+256
125
$226K 0.05%
849
3 4
5
6 7