CFFP

Center for Financial Planning Portfolio holdings

AUM $936M
1-Year Est. Return 13.21%
This Quarter Est. Return
1 Year Est. Return
+13.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$783M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$2.37M
3
+$2.13M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.91M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.53M

Top Sells

1
+$2.32M
2
+$568K
3
+$422K
4
RJF icon
Raymond James Financial
RJF
+$358K
5
AAPL icon
Apple
AAPL
+$300K

Sector Composition

1 Financials 4.97%
2 Technology 3.55%
3 Healthcare 2.66%
4 Consumer Staples 1.62%
5 Consumer Discretionary 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$219K 0.03%
2,286
152
$218K 0.03%
1,609
-24
153
$210K 0.03%
2,677
154
$202K 0.03%
4,839
-177
155
$198K 0.03%
767
-100
156
$194K 0.02%
3,370
157
$190K 0.02%
636
-100
158
$188K 0.02%
652
159
$187K 0.02%
12,664
160
$185K 0.02%
535
161
$183K 0.02%
9,389
162
$180K 0.02%
2,473
163
$177K 0.02%
2,308
164
$177K 0.02%
+564
165
$174K 0.02%
681
+142
166
$174K 0.02%
283
167
$170K 0.02%
406
-136
168
$167K 0.02%
1,370
-38
169
$164K 0.02%
300
170
$164K 0.02%
4,340
171
$163K 0.02%
375
172
$162K 0.02%
1,679
-108
173
$158K 0.02%
198
174
$156K 0.02%
4,633
175
$153K 0.02%
2,329
+2,251
5 6
7
8 9