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
$296M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$2.06M
3
+$866K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$823K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$704K

Top Sells

1
+$35.2M
2
+$3.98M
3
+$2.31M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.26M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.1M

Sector Composition

1 Financials 5.13%
2 Healthcare 4.03%
3 Technology 3.39%
4 Consumer Staples 2.77%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$70K 0.02%
311
+29
152
$70K 0.02%
1,246
+458
153
$70K 0.02%
1,455
154
$69K 0.02%
+840
155
$69K 0.02%
1,180
156
$69K 0.02%
1,267
-1,484
157
$63K 0.02%
261
+85
158
$62K 0.02%
800
+300
159
$62K 0.02%
2,498
160
$61K 0.02%
444
+59
161
$61K 0.02%
821
162
$61K 0.02%
1,511
-361
163
$60K 0.02%
285
-65
164
$59K 0.02%
2,784
165
$56K 0.02%
765
166
$53K 0.02%
653
+118
167
$53K 0.02%
1,250
+530
168
$53K 0.02%
400
169
$53K 0.02%
630
170
$53K 0.02%
482
171
$53K 0.02%
567
+140
172
$51K 0.02%
3,547
173
$50K 0.02%
230
174
$49K 0.02%
840
+220
175
$48K 0.02%
225
5 6
7
8 9