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
$434M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$159K
3
+$125K
4
MDT icon
Medtronic
MDT
+$111K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$101K

Top Sells

1
+$1.05M
2
+$262K
3
+$206K
4
PG icon
Procter & Gamble
PG
+$203K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$161K

Sector Composition

1 Financials 5.51%
2 Technology 4.91%
3 Healthcare 4.07%
4 Consumer Staples 2.64%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$229K 0.05%
714
127
$219K 0.05%
634
-29
128
$207K 0.05%
849
-21
129
$207K 0.05%
12,664
130
$194K 0.04%
2,286
131
$192K 0.04%
636
132
$186K 0.04%
912
-764
133
$181K 0.04%
750
134
$181K 0.04%
854
+450
135
$180K 0.04%
1,944
136
$179K 0.04%
379
-20
137
$177K 0.04%
1,597
138
$175K 0.04%
1,417
139
$169K 0.04%
2,217
140
$167K 0.04%
5,278
+2,693
141
$162K 0.04%
714
-210
142
$160K 0.04%
349
143
$152K 0.04%
4,610
144
$142K 0.03%
1,530
+95
145
$134K 0.03%
1,267
146
$129K 0.03%
968
-77
147
$129K 0.03%
675
148
$129K 0.03%
4,640
-1,000
149
$127K 0.03%
822
150
$125K 0.03%
733
-88
4 5
6
7 8