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
$411M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$2.53M
3
+$556K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$478K
5
VB icon
Vanguard Small-Cap ETF
VB
+$286K

Top Sells

1
+$2.25M
2
+$2.09M
3
+$1.72M
4
ZBH icon
Zimmer Biomet
ZBH
+$510K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$504K

Sector Composition

1 Financials 5.91%
2 Healthcare 4.37%
3 Technology 4.35%
4 Consumer Staples 2.86%
5 Industrials 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$217K 0.05%
1,597
+166
127
$214K 0.05%
2,547
128
$198K 0.05%
924
129
$197K 0.05%
750
130
$196K 0.05%
663
+2
131
$194K 0.05%
399
-11
132
$192K 0.05%
2,286
-539
133
$190K 0.05%
714
-66
134
$186K 0.05%
870
135
$181K 0.04%
+1,792
136
$179K 0.04%
349
137
$178K 0.04%
636
138
$177K 0.04%
1,417
-83
139
$165K 0.04%
2,217
-102
140
$146K 0.04%
4,610
-160
141
$146K 0.04%
+1,935
142
$145K 0.04%
1,944
143
$137K 0.03%
1,267
-339
144
$131K 0.03%
1,045
145
$128K 0.03%
598
-81
146
$127K 0.03%
938
-28
147
$126K 0.03%
821
148
$125K 0.03%
675
149
$124K 0.03%
498
-75
150
$119K 0.03%
1,660
4 5
6
7 8