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
$692M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$6.59M
3
+$1.05M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$358K

Top Sells

1
+$2.98M
2
+$247K
3
+$239K
4
EGP icon
EastGroup Properties
EGP
+$179K
5
MMM icon
3M
MMM
+$164K

Sector Composition

1 Financials 4.64%
2 Technology 4.55%
3 Healthcare 2.95%
4 Consumer Staples 1.77%
5 Consumer Discretionary 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$400K 0.06%
5,103
-6
102
$395K 0.06%
1,503
+3
103
$385K 0.06%
1,956
+80
104
$377K 0.05%
7,960
+336
105
$373K 0.05%
3,753
106
$370K 0.05%
3,365
+10
107
$358K 0.05%
9,029
-67
108
$358K 0.05%
5,470
109
$355K 0.05%
3,847
+40
110
$352K 0.05%
1,568
+15
111
$345K 0.05%
670
112
$342K 0.05%
2,297
+22
113
$341K 0.05%
1,612
+8
114
$341K 0.05%
2,488
+15
115
$327K 0.05%
24,808
-1,464
116
$316K 0.05%
2,100
117
$314K 0.05%
2,075
+24
118
$305K 0.04%
6,666
119
$301K 0.04%
15,758
-4
120
$298K 0.04%
2,972
-70
121
$291K 0.04%
24,000
122
$290K 0.04%
3,935
+3,705
123
$284K 0.04%
3,369
+22
124
$280K 0.04%
3,200
125
$279K 0.04%
1,012
3 4
5
6 7