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
$311M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$9.78M
2
+$848K
3
+$443K
4
VTV icon
Vanguard Value ETF
VTV
+$418K
5
VUG icon
Vanguard Growth ETF
VUG
+$341K

Top Sells

1
+$3.82M
2
+$682K
3
+$541K
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$378K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$327K

Sector Composition

1 Financials 5.78%
2 Technology 4.49%
3 Healthcare 4.43%
4 Consumer Staples 2.92%
5 Industrials 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$160K 0.05%
2,881
127
$158K 0.05%
2,749
128
$146K 0.05%
1,944
129
$145K 0.05%
1,015
130
$144K 0.05%
862
-5
131
$143K 0.05%
1,820
+1,756
132
$142K 0.05%
4,325
133
$140K 0.05%
1,257
+34
134
$137K 0.04%
631
135
$135K 0.04%
1,431
+6
136
$134K 0.04%
1,098
137
$126K 0.04%
3,228
138
$120K 0.04%
573
139
$107K 0.03%
1,350
140
$103K 0.03%
800
141
$101K 0.03%
872
+224
142
$98K 0.03%
3,745
+10
143
$98K 0.03%
1,213
144
$94K 0.03%
349
-24
145
$91K 0.03%
723
146
$87K 0.03%
221
147
$87K 0.03%
1,455
148
$86K 0.03%
821
149
$86K 0.03%
1,375
150
$85K 0.03%
2,000
4 5
6
7 8