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
$476M
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$409K
3
+$371K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$323K
5
VB icon
Vanguard Small-Cap ETF
VB
+$263K

Top Sells

1
+$1.18M
2
+$502K
3
+$215K
4
UNP icon
Union Pacific
UNP
+$194K
5
MSFT icon
Microsoft
MSFT
+$186K

Sector Composition

1 Financials 5.45%
2 Technology 5.07%
3 Healthcare 3.82%
4 Consumer Staples 2.4%
5 Industrials 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$135K 0.03%
822
152
$130K 0.03%
733
153
$126K 0.03%
910
154
$124K 0.03%
230
155
$123K 0.03%
1,375
+237
156
$122K 0.03%
1,001
157
$119K 0.02%
2,168
+650
158
$117K 0.02%
535
159
$117K 0.02%
2,519
160
$117K 0.02%
1,660
161
$116K 0.02%
1,387
162
$116K 0.02%
600
163
$111K 0.02%
221
164
$109K 0.02%
1,240
-188
165
$108K 0.02%
4,461
+2,145
166
$108K 0.02%
1,528
167
$107K 0.02%
1,150
168
$105K 0.02%
1,390
169
$104K 0.02%
2,106
170
$103K 0.02%
903
171
$103K 0.02%
900
172
$98.3K 0.02%
2,738
173
$98K 0.02%
618
174
$95.7K 0.02%
3,337
175
$95.1K 0.02%
1,850
5 6
7
8 9