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
$411M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$2.53M
3
+$556K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$478K
5
VB icon
Vanguard Small-Cap ETF
VB
+$286K

Top Sells

1
+$2.25M
2
+$2.09M
3
+$1.72M
4
ZBH icon
Zimmer Biomet
ZBH
+$510K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$504K

Sector Composition

1 Financials 5.91%
2 Healthcare 4.37%
3 Technology 4.35%
4 Consumer Staples 2.86%
5 Industrials 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$84.1K 0.02%
2,303
177
$82.4K 0.02%
5,640
+1,000
178
$81.6K 0.02%
494
-381
179
$81.1K 0.02%
1,001
+972
180
$80.7K 0.02%
866
181
$80.6K 0.02%
170
182
$79.1K 0.02%
1,100
183
$77.6K 0.02%
1,518
184
$76.4K 0.02%
634
185
$74.2K 0.02%
350
186
$73.4K 0.02%
523
187
$73.2K 0.02%
200
-42
188
$73K 0.02%
2,498
189
$71.6K 0.02%
2,970
190
$68.5K 0.02%
258
-2
191
$67.6K 0.02%
225
192
$66.5K 0.02%
660
193
$65.9K 0.02%
917
194
$65.4K 0.02%
439
-19
195
$65.4K 0.02%
1,559
-300
196
$64.9K 0.02%
1,960
197
$63.5K 0.02%
981
-229
198
$62.6K 0.02%
180
-39
199
$62.1K 0.02%
800
200
$61.3K 0.01%
1,617
+6
6 7
8
9 10