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
$311M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$9.78M
2
+$848K
3
+$443K
4
VTV icon
Vanguard Value ETF
VTV
+$418K
5
VUG icon
Vanguard Growth ETF
VUG
+$341K

Top Sells

1
+$3.82M
2
+$682K
3
+$541K
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$378K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$327K

Sector Composition

1 Financials 5.78%
2 Technology 4.49%
3 Healthcare 4.43%
4 Consumer Staples 2.92%
5 Industrials 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$57K 0.02%
300
+100
177
$56K 0.02%
535
178
$56K 0.02%
3,547
179
$55K 0.02%
400
180
$55K 0.02%
268
181
$54K 0.02%
587
+75
182
$53K 0.02%
1,859
183
$53K 0.02%
482
184
$52K 0.02%
2,000
185
$51K 0.02%
750
186
$50K 0.02%
2,784
187
$48K 0.02%
225
188
$48K 0.02%
334
+70
189
$47K 0.02%
1,095
+190
190
$47K 0.02%
1,800
191
$47K 0.02%
1,300
192
$47K 0.02%
941
193
$45K 0.01%
91
194
$45K 0.01%
1,182
-277
195
$45K 0.01%
1,013
-871
196
$45K 0.01%
273
-127
197
$44K 0.01%
817
198
$43K 0.01%
305
199
$43K 0.01%
365
+165
200
$42K 0.01%
1,347
6 7
8
9 10