CFFP

Center for Financial Planning Portfolio holdings

AUM $936M
1-Year Est. Return 13.21%
This Quarter Est. Return
1 Year Est. Return
+13.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$783M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$2.37M
3
+$2.13M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.91M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.53M

Top Sells

1
+$2.32M
2
+$568K
3
+$422K
4
RJF icon
Raymond James Financial
RJF
+$358K
5
AAPL icon
Apple
AAPL
+$300K

Sector Composition

1 Financials 4.97%
2 Technology 3.55%
3 Healthcare 2.66%
4 Consumer Staples 1.62%
5 Consumer Discretionary 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$321K 0.04%
3,253
-232
127
$321K 0.04%
4,298
+543
128
$320K 0.04%
24,000
129
$316K 0.04%
334
+6
130
$308K 0.04%
3,847
+335
131
$293K 0.04%
1,454
+230
132
$288K 0.04%
1,634
+22
133
$287K 0.04%
+2,580
134
$283K 0.04%
1,802
135
$283K 0.04%
3,901
+54
136
$279K 0.04%
625
+182
137
$270K 0.03%
1,931
+275
138
$269K 0.03%
2,446
-91
139
$261K 0.03%
653
140
$254K 0.03%
3,448
+379
141
$242K 0.03%
2,671
142
$235K 0.03%
1,174
143
$234K 0.03%
750
144
$233K 0.03%
3,406
145
$232K 0.03%
1,449
+87
146
$228K 0.03%
1,771
147
$227K 0.03%
458
148
$225K 0.03%
2,900
-300
149
$224K 0.03%
987
+20
150
$221K 0.03%
836
+588
4 5
6
7 8