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
$311M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$9.78M
2
+$848K
3
+$443K
4
VTV icon
Vanguard Value ETF
VTV
+$418K
5
VUG icon
Vanguard Growth ETF
VUG
+$341K

Top Sells

1
+$3.82M
2
+$682K
3
+$541K
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$378K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$327K

Sector Composition

1 Financials 5.78%
2 Technology 4.49%
3 Healthcare 4.43%
4 Consumer Staples 2.92%
5 Industrials 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$84K 0.03%
+1,055
152
$83K 0.03%
2,703
-50
153
$82K 0.03%
230
154
$82K 0.03%
672
155
$82K 0.03%
2,738
156
$81K 0.03%
1,559
+141
157
$81K 0.03%
1,850
158
$78K 0.03%
2,000
159
$77K 0.02%
890
+3
160
$76K 0.02%
2,600
161
$75K 0.02%
1,428
+467
162
$75K 0.02%
477
+50
163
$75K 0.02%
900
-177
164
$72K 0.02%
250
-35
165
$71K 0.02%
4,528
166
$69K 0.02%
2,348
+421
167
$68K 0.02%
2,498
168
$64K 0.02%
1,180
169
$64K 0.02%
230
170
$62K 0.02%
765
171
$62K 0.02%
800
172
$61K 0.02%
232
-25
173
$60K 0.02%
758
+71
174
$59K 0.02%
200
175
$59K 0.02%
1,005
-1,053
5 6
7
8 9