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
$296M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$2.06M
3
+$866K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$823K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$704K

Top Sells

1
+$35.2M
2
+$3.98M
3
+$2.31M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.26M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.1M

Sector Composition

1 Financials 5.13%
2 Healthcare 4.03%
3 Technology 3.39%
4 Consumer Staples 2.77%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$123K 0.04%
1,802
+1,738
127
$121K 0.04%
1,210
+195
128
$117K 0.04%
1,501
+34
129
$104K 0.04%
417
+10
130
$102K 0.03%
569
-127
131
$99K 0.03%
573
132
$99K 0.03%
1,944
133
$98K 0.03%
1,354
-295
134
$98K 0.03%
3,228
135
$95K 0.03%
1,140
-1,754
136
$95K 0.03%
4,325
+1,325
137
$93K 0.03%
1,710
-253
138
$92K 0.03%
2,000
139
$90K 0.03%
2,272
140
$86K 0.03%
1,213
-229
141
$85K 0.03%
373
+100
142
$84K 0.03%
800
143
$84K 0.03%
2,738
144
$80K 0.03%
1,137
145
$79K 0.03%
2,694
+94
146
$76K 0.03%
266
+36
147
$74K 0.03%
1,859
148
$73K 0.02%
762
+39
149
$72K 0.02%
5,544
150
$72K 0.02%
1,681
+1,617
4 5
6
7 8