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
$669M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$26.5M
3
+$3.2M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.08M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.34M

Top Sells

1
+$484K
2
+$206K
3
+$157K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$143K
5
HEI icon
HEICO Corp
HEI
+$125K

Sector Composition

1 Financials 4.96%
2 Technology 4.41%
3 Healthcare 3.16%
4 Consumer Staples 1.82%
5 Consumer Discretionary 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$277K 0.04%
15,762
+450
127
$275K 0.04%
3,650
128
$275K 0.04%
3,347
-10
129
$272K 0.04%
1,370
+36
130
$268K 0.04%
1,930
+1,530
131
$261K 0.04%
5,984
-50
132
$257K 0.04%
3,406
133
$243K 0.04%
1,350
+1,050
134
$242K 0.04%
851
+49
135
$234K 0.03%
2,703
+278
136
$232K 0.03%
+3,200
137
$228K 0.03%
311
-25
138
$222K 0.03%
1,831
139
$221K 0.03%
5,618
+216
140
$221K 0.03%
1,687
+24
141
$221K 0.03%
2,667
142
$218K 0.03%
1,128
+7
143
$217K 0.03%
1,726
+196
144
$215K 0.03%
3,298
145
$215K 0.03%
958
+33
146
$206K 0.03%
1,471
+215
147
$206K 0.03%
2,286
148
$202K 0.03%
12,664
149
$202K 0.03%
443
+50
150
$194K 0.03%
375
+26
4 5
6
7 8