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
$476M
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$409K
3
+$371K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$323K
5
VB icon
Vanguard Small-Cap ETF
VB
+$263K

Top Sells

1
+$1.18M
2
+$502K
3
+$215K
4
UNP icon
Union Pacific
UNP
+$194K
5
MSFT icon
Microsoft
MSFT
+$186K

Sector Composition

1 Financials 5.45%
2 Technology 5.07%
3 Healthcare 3.82%
4 Consumer Staples 2.4%
5 Industrials 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$234K 0.05%
849
127
$229K 0.05%
2,100
+156
128
$227K 0.05%
1,156
129
$215K 0.05%
1,756
+339
130
$206K 0.04%
+3,030
131
$198K 0.04%
2,286
132
$196K 0.04%
4,640
133
$194K 0.04%
1,831
+564
134
$189K 0.04%
912
135
$188K 0.04%
400
+200
136
$187K 0.04%
12,664
137
$186K 0.04%
636
138
$182K 0.04%
1,530
139
$176K 0.04%
2,483
-871
140
$176K 0.04%
5,326
+48
141
$175K 0.04%
1,608
+11
142
$174K 0.04%
379
143
$173K 0.04%
714
144
$171K 0.04%
2,217
145
$167K 0.04%
750
146
$158K 0.03%
4,610
147
$158K 0.03%
2,170
+1,253
148
$155K 0.03%
349
149
$152K 0.03%
675
150
$144K 0.03%
968
4 5
6
7 8