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
$434M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$159K
3
+$125K
4
MDT icon
Medtronic
MDT
+$111K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$101K

Top Sells

1
+$1.05M
2
+$262K
3
+$206K
4
PG icon
Procter & Gamble
PG
+$203K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$161K

Sector Composition

1 Financials 5.51%
2 Technology 4.91%
3 Healthcare 4.07%
4 Consumer Staples 2.64%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$85.4K 0.02%
2,132
+573
177
$82.8K 0.02%
523
178
$81.2K 0.02%
2,303
179
$80K 0.02%
1,518
180
$78.4K 0.02%
984
181
$76.9K 0.02%
2,970
182
$74.1K 0.02%
170
183
$73.2K 0.02%
350
184
$72.7K 0.02%
439
185
$71K 0.02%
1,100
186
$69.4K 0.02%
2,498
187
$69.2K 0.02%
820
-520
188
$68.7K 0.02%
200
189
$68.5K 0.02%
+1,432
190
$67.8K 0.02%
660
191
$67.7K 0.02%
917
192
$66.7K 0.02%
225
193
$65.9K 0.02%
258
194
$65.4K 0.02%
180
195
$64.4K 0.01%
866
196
$63.1K 0.01%
660
+407
197
$60.6K 0.01%
800
198
$58.7K 0.01%
1,223
199
$57.2K 0.01%
250
200
$56.5K 0.01%
2,316
+9
6 7
8
9 10