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
$749M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$3.76M
3
+$2.55M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.05M
5
VB icon
Vanguard Small-Cap ETF
VB
+$827K

Top Sells

1
+$781K
2
+$286K
3
+$244K
4
DVN icon
Devon Energy
DVN
+$220K
5
WPP icon
WPP
WPP
+$214K

Sector Composition

1 Financials 4.85%
2 Technology 4.47%
3 Healthcare 2.54%
4 Consumer Discretionary 1.75%
5 Consumer Staples 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$308K 0.04%
5,899
127
$303K 0.04%
3,755
+138
128
$301K 0.04%
328
+17
129
$285K 0.04%
3,847
130
$283K 0.04%
5,291
+4,711
131
$277K 0.04%
24,000
132
$277K 0.04%
3,512
+13
133
$276K 0.04%
1,656
+46
134
$263K 0.04%
3,069
-320
135
$260K 0.03%
1,224
-171
136
$248K 0.03%
867
137
$242K 0.03%
1,802
138
$239K 0.03%
458
+200
139
$238K 0.03%
2,671
140
$236K 0.03%
3,406
141
$235K 0.03%
653
142
$234K 0.03%
2,677
143
$232K 0.03%
2,818
+2,278
144
$231K 0.03%
542
+136
145
$226K 0.03%
1,771
146
$223K 0.03%
1,362
147
$220K 0.03%
5,016
-235
148
$220K 0.03%
736
149
$216K 0.03%
1,633
150
$215K 0.03%
443
4 5
6
7 8