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
$434M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$159K
3
+$125K
4
MDT icon
Medtronic
MDT
+$111K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$101K

Top Sells

1
+$1.05M
2
+$262K
3
+$206K
4
PG icon
Procter & Gamble
PG
+$203K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$161K

Sector Composition

1 Financials 5.51%
2 Technology 4.91%
3 Healthcare 4.07%
4 Consumer Staples 2.64%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$122K 0.03%
910
-28
152
$116K 0.03%
1,660
153
$115K 0.03%
1,387
+40
154
$114K 0.03%
230
155
$112K 0.03%
2,519
156
$111K 0.03%
221
157
$110K 0.03%
1,138
+118
158
$109K 0.03%
1,428
-402
159
$108K 0.02%
600
160
$106K 0.02%
1,390
-545
161
$104K 0.02%
2,106
+186
162
$103K 0.02%
1,490
163
$103K 0.02%
2,738
164
$102K 0.02%
535
165
$101K 0.02%
1,150
166
$101K 0.02%
2,654
+1,444
167
$98K 0.02%
1,001
168
$97.6K 0.02%
1,528
169
$97.5K 0.02%
900
170
$95.4K 0.02%
3,337
+1,377
171
$93.2K 0.02%
1,850
172
$90.5K 0.02%
272
173
$88.5K 0.02%
903
-78
174
$85.9K 0.02%
1,878
-655
175
$85.9K 0.02%
618
-16
5 6
7
8 9