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
$463M
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.72M
3
+$589K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$529K
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$399K

Top Sells

1
+$608K
2
+$176K
3
+$134K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$99.5K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$88.8K

Sector Composition

1 Financials 5.66%
2 Technology 4.99%
3 Healthcare 3.81%
4 Consumer Staples 2.31%
5 Industrials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$220K 0.05%
2,100
127
$217K 0.05%
3,014
-218
128
$217K 0.05%
5,350
+24
129
$215K 0.05%
1,121
130
$214K 0.05%
933
+21
131
$203K 0.04%
925
+250
132
$202K 0.04%
750
133
$193K 0.04%
4,440
-200
134
$191K 0.04%
1,663
-93
135
$189K 0.04%
1,831
136
$185K 0.04%
3,471
+441
137
$181K 0.04%
12,664
138
$181K 0.04%
1,621
+13
139
$179K 0.04%
2,286
140
$170K 0.04%
1,178
+22
141
$168K 0.04%
636
142
$162K 0.04%
287
+57
143
$162K 0.04%
1,530
144
$160K 0.03%
2,217
145
$160K 0.03%
714
146
$155K 0.03%
379
147
$152K 0.03%
4,610
148
$152K 0.03%
349
149
$144K 0.03%
2,483
150
$126K 0.03%
968
4 5
6
7 8