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
$669M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$26.5M
3
+$3.2M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.08M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.34M

Top Sells

1
+$484K
2
+$206K
3
+$157K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$143K
5
HEI icon
HEICO Corp
HEI
+$125K

Sector Composition

1 Financials 4.96%
2 Technology 4.41%
3 Healthcare 3.16%
4 Consumer Staples 1.82%
5 Consumer Discretionary 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$193K 0.03%
714
152
$188K 0.03%
1,221
+43
153
$188K 0.03%
473
154
$187K 0.03%
4,921
+474
155
$184K 0.03%
636
156
$179K 0.03%
295
-339
157
$173K 0.03%
4,410
-200
158
$163K 0.02%
826
+4
159
$162K 0.02%
2,036
+1,170
160
$151K 0.02%
1,150
161
$144K 0.02%
300
+200
162
$140K 0.02%
968
163
$136K 0.02%
1,408
-5
164
$135K 0.02%
796
+522
165
$134K 0.02%
535
166
$129K 0.02%
+1,007
167
$128K 0.02%
350
+100
168
$123K 0.02%
900
169
$121K 0.02%
618
170
$119K 0.02%
221
171
$116K 0.02%
600
172
$115K 0.02%
737
-58
173
$114K 0.02%
2,100
174
$113K 0.02%
2,303
175
$113K 0.02%
1,001
5 6
7
8 9