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
$411M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$2.53M
3
+$556K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$478K
5
VB icon
Vanguard Small-Cap ETF
VB
+$286K

Top Sells

1
+$2.25M
2
+$2.09M
3
+$1.72M
4
ZBH icon
Zimmer Biomet
ZBH
+$510K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$504K

Sector Composition

1 Financials 5.91%
2 Healthcare 4.37%
3 Technology 4.35%
4 Consumer Staples 2.86%
5 Industrials 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$117K 0.03%
1,435
+110
152
$111K 0.03%
1,347
-22
153
$111K 0.03%
2,519
154
$108K 0.03%
822
155
$108K 0.03%
3,228
156
$108K 0.03%
2,738
157
$107K 0.03%
1,490
-7
158
$106K 0.03%
1,920
-206
159
$105K 0.03%
1,020
-225
160
$105K 0.03%
230
161
$105K 0.03%
1,340
162
$104K 0.03%
2,533
163
$102K 0.02%
2,585
+479
164
$101K 0.02%
535
165
$97.7K 0.02%
600
-16
166
$95.5K 0.02%
1,830
167
$94.4K 0.02%
900
168
$92.3K 0.02%
765
169
$91.5K 0.02%
1,850
170
$91.4K 0.02%
984
171
$90.2K 0.02%
221
172
$90.1K 0.02%
272
-25
173
$89.4K 0.02%
1,528
-164
174
$87.3K 0.02%
3,250
-1,247
175
$85.3K 0.02%
1,150
5 6
7
8 9