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
$692M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$6.59M
3
+$1.05M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$358K

Top Sells

1
+$2.98M
2
+$247K
3
+$239K
4
EGP icon
EastGroup Properties
EGP
+$179K
5
MMM icon
3M
MMM
+$164K

Sector Composition

1 Financials 4.64%
2 Technology 4.55%
3 Healthcare 2.95%
4 Consumer Staples 1.77%
5 Consumer Discretionary 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$273K 0.04%
3,650
127
$273K 0.04%
1,361
-9
128
$270K 0.04%
400
+105
129
$269K 0.04%
5,899
-85
130
$267K 0.04%
1,673
+17
131
$264K 0.04%
311
132
$251K 0.04%
802
-49
133
$250K 0.04%
853
134
$250K 0.04%
3,134
135
$232K 0.03%
3,485
+187
136
$227K 0.03%
1,610
-116
137
$225K 0.03%
2,688
-15
138
$219K 0.03%
1,930
139
$218K 0.03%
3,406
140
$212K 0.03%
967
+9
141
$212K 0.03%
736
+100
142
$212K 0.03%
1,663
-24
143
$210K 0.03%
1,771
-60
144
$209K 0.03%
2,667
145
$207K 0.03%
443
146
$203K 0.03%
375
147
$201K 0.03%
2,286
148
$196K 0.03%
4,921
149
$194K 0.03%
5,739
+121
150
$187K 0.03%
714
4 5
6
7 8