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
$463M
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.72M
3
+$589K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$529K
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$399K

Top Sells

1
+$608K
2
+$176K
3
+$134K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$99.5K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$88.8K

Sector Composition

1 Financials 5.66%
2 Technology 4.99%
3 Healthcare 3.81%
4 Consumer Staples 2.31%
5 Industrials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$125K 0.03%
373
+101
152
$123K 0.03%
1,150
153
$122K 0.03%
535
154
$122K 0.03%
4,447
+1,110
155
$121K 0.03%
1,741
-429
156
$121K 0.03%
1,375
157
$119K 0.03%
762
-60
158
$113K 0.02%
700
-33
159
$111K 0.02%
2,106
160
$110K 0.02%
1,454
+67
161
$109K 0.02%
1,240
162
$107K 0.02%
1,660
163
$106K 0.02%
600
164
$105K 0.02%
4,473
+12
165
$105K 0.02%
1,528
166
$104K 0.02%
1,390
167
$104K 0.02%
795
-115
168
$103K 0.02%
2,654
169
$101K 0.02%
1,833
170
$101K 0.02%
900
171
$99.2K 0.02%
2,303
172
$96.6K 0.02%
221
173
$96.5K 0.02%
1,838
-330
174
$95.9K 0.02%
2,100
-419
175
$95.1K 0.02%
618
5 6
7
8 9