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
$476M
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1 +$16.3M
2 +$409K
3 +$371K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$323K
5
VB icon
Vanguard Small-Cap ETF
VB
+$263K

Top Sells

1 +$1.18M
2 +$502K
3 +$215K
4
UNP icon
Union Pacific
UNP
+$194K
5
MSFT icon
Microsoft
MSFT
+$186K

Sector Composition

1 Financials 5.45%
2 Technology 5.07%
3 Healthcare 3.82%
4 Consumer Staples 2.4%
5 Industrials 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$93.7K 0.02%
2,654
177
$93.5K 0.02%
272
178
$91.1K 0.02%
1,833
-45
179
$88.2K 0.02%
258
180
$86.3K 0.02%
170
181
$84.6K 0.02%
+5,128
182
$83.2K 0.02%
523
183
$82K 0.02%
350
184
$78.3K 0.02%
2,970
185
$77.2K 0.02%
+6,324
186
$76.8K 0.02%
1,100
187
$76.7K 0.02%
225
188
$76.1K 0.02%
1,190
-300
189
$76.1K 0.02%
+3,508
190
$75.8K 0.02%
+4,847
191
$74.4K 0.02%
984
192
$73.4K 0.02%
2,303
193
$73K 0.02%
820
194
$72.1K 0.02%
+14,021
195
$70.7K 0.01%
660
196
$66.1K 0.01%
2,498
197
$63.9K 0.01%
+12,214
198
$61.5K 0.01%
250
199
$61.4K 0.01%
1,800
200
$61.3K 0.01%
1,223