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
$669M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$26.5M
3
+$3.2M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.08M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.34M

Top Sells

1
+$484K
2
+$206K
3
+$157K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$143K
5
HEI icon
HEICO Corp
HEI
+$125K

Sector Composition

1 Financials 4.96%
2 Technology 4.41%
3 Healthcare 3.16%
4 Consumer Staples 1.82%
5 Consumer Discretionary 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$408K 0.06%
5,109
+6
102
$407K 0.06%
9,096
+67
103
$406K 0.06%
1,604
+34
104
$404K 0.06%
1,876
-7
105
$404K 0.06%
816
+15
106
$385K 0.06%
1,141
+292
107
$383K 0.06%
5,470
108
$383K 0.06%
7,624
109
$370K 0.06%
670
+500
110
$366K 0.05%
26,272
111
$364K 0.05%
3,807
+85
112
$364K 0.05%
2,275
+48
113
$343K 0.05%
2,051
+79
114
$340K 0.05%
3,355
+176
115
$340K 0.05%
2,473
+52
116
$331K 0.05%
1,553
+33
117
$316K 0.05%
6,666
118
$314K 0.05%
11,414
+8,916
119
$307K 0.05%
3,134
+11
120
$305K 0.05%
24,000
121
$297K 0.04%
3,042
-6
122
$295K 0.04%
1,012
-120
123
$287K 0.04%
1,656
+35
124
$285K 0.04%
853
125
$284K 0.04%
2,100
3 4
5
6 7