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
$296M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$2.06M
3
+$866K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$823K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$704K

Top Sells

1
+$35.2M
2
+$3.98M
3
+$2.31M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.26M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.1M

Sector Composition

1 Financials 5.13%
2 Healthcare 4.03%
3 Technology 3.39%
4 Consumer Staples 2.77%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$48K 0.02%
2,040
-94
177
$47K 0.02%
195
+106
178
$46K 0.02%
956
+357
179
$45K 0.02%
1,542
-7
180
$44K 0.01%
2,000
-14
181
$43K 0.01%
813
182
$42K 0.01%
3,373
183
$41K 0.01%
1,740
+70
184
$41K 0.01%
353
-395
185
$41K 0.01%
697
186
$41K 0.01%
1,210
+550
187
$41K 0.01%
750
188
$40K 0.01%
208
+8
189
$40K 0.01%
289
+89
190
$40K 0.01%
200
191
$40K 0.01%
817
192
$39K 0.01%
1,300
193
$39K 0.01%
+315
194
$39K 0.01%
941
-686
195
$39K 0.01%
2,835
196
$38K 0.01%
1,100
197
$38K 0.01%
2,013
+213
198
$38K 0.01%
1,347
199
$38K 0.01%
+674
200
$37K 0.01%
427
+24
6 7
8
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