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
$692M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$6.59M
3
+$1.05M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$358K

Top Sells

1
+$2.98M
2
+$247K
3
+$239K
4
EGP icon
EastGroup Properties
EGP
+$179K
5
MMM icon
3M
MMM
+$164K

Sector Composition

1 Financials 4.64%
2 Technology 4.55%
3 Healthcare 2.95%
4 Consumer Staples 1.77%
5 Consumer Discretionary 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$187K 0.03%
1,174
-297
152
$186K 0.03%
+3,295
153
$185K 0.03%
473
154
$176K 0.03%
12,664
155
$168K 0.02%
4,410
156
$159K 0.02%
796
157
$158K 0.02%
866
-262
158
$141K 0.02%
1,408
159
$139K 0.02%
535
160
$136K 0.02%
743
+398
161
$133K 0.02%
618
162
$132K 0.02%
300
163
$131K 0.02%
1,227
+6
164
$131K 0.02%
826
165
$130K 0.02%
1,910
166
$125K 0.02%
2,303
167
$122K 0.02%
968
168
$121K 0.02%
900
169
$117K 0.02%
988
170
$117K 0.02%
1,643
-42
171
$117K 0.02%
350
172
$115K 0.02%
258
173
$111K 0.02%
737
174
$111K 0.02%
600
175
$110K 0.02%
1,866
-170
5 6
7
8 9