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
$749M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$3.76M
3
+$2.55M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.05M
5
VB icon
Vanguard Small-Cap ETF
VB
+$827K

Top Sells

1
+$781K
2
+$286K
3
+$244K
4
DVN icon
Devon Energy
DVN
+$220K
5
WPP icon
WPP
WPP
+$214K

Sector Composition

1 Financials 4.85%
2 Technology 4.47%
3 Healthcare 2.54%
4 Consumer Discretionary 1.75%
5 Consumer Staples 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$417K 0.06%
2,802
+314
102
$416K 0.06%
2,606
+506
103
$411K 0.05%
1,977
104
$399K 0.05%
7,611
105
$393K 0.05%
14,797
-1,303
106
$388K 0.05%
3,485
-239
107
$386K 0.05%
5,103
108
$382K 0.05%
6,327
+1,149
109
$372K 0.05%
22,846
-1,962
110
$371K 0.05%
3,071
+22
111
$366K 0.05%
3,027
+459
112
$364K 0.05%
1,950
-125
113
$359K 0.05%
4,492
-816
114
$354K 0.05%
3,200
115
$354K 0.05%
8,842
-1,367
116
$351K 0.05%
3,032
+60
117
$349K 0.05%
4,126
+120
118
$347K 0.05%
9,234
-1,193
119
$330K 0.04%
1,568
120
$327K 0.04%
5,470
121
$323K 0.04%
1,674
122
$320K 0.04%
9,389
+6,200
123
$320K 0.04%
2,537
-585
124
$317K 0.04%
1,612
125
$311K 0.04%
13,654
-2,320
3 4
5
6 7