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
$749M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$3.76M
3
+$2.55M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.05M
5
VB icon
Vanguard Small-Cap ETF
VB
+$827K

Top Sells

1
+$781K
2
+$286K
3
+$244K
4
DVN icon
Devon Energy
DVN
+$220K
5
WPP icon
WPP
WPP
+$214K

Sector Composition

1 Financials 4.85%
2 Technology 4.47%
3 Healthcare 2.54%
4 Consumer Discretionary 1.75%
5 Consumer Staples 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$213K 0.03%
2,286
152
$210K 0.03%
198
+145
153
$199K 0.03%
967
154
$196K 0.03%
1,174
155
$195K 0.03%
750
156
$193K 0.03%
3,370
+50
157
$192K 0.03%
12,664
158
$185K 0.02%
2,308
159
$181K 0.02%
4,340
160
$178K 0.02%
283
+168
161
$178K 0.02%
1,787
162
$158K 0.02%
300
163
$158K 0.02%
+652
164
$156K 0.02%
5,740
165
$156K 0.02%
4,633
166
$155K 0.02%
539
-175
167
$152K 0.02%
535
168
$152K 0.02%
1,408
169
$150K 0.02%
1,930
170
$149K 0.02%
+1,160
171
$149K 0.02%
2,473
+1,823
172
$148K 0.02%
2,667
+567
173
$145K 0.02%
326
+225
174
$143K 0.02%
609
-9
175
$138K 0.02%
375
5 6
7
8 9