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
$463M
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.72M
3
+$589K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$529K
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$399K

Top Sells

1
+$608K
2
+$176K
3
+$134K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$99.5K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$88.8K

Sector Composition

1 Financials 5.66%
2 Technology 4.99%
3 Healthcare 3.81%
4 Consumer Staples 2.31%
5 Industrials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$92.8K 0.02%
903
177
$91.8K 0.02%
1,001
178
$91.3K 0.02%
2,738
179
$87.3K 0.02%
1,850
180
$84.4K 0.02%
1,100
181
$82.2K 0.02%
1,416
+226
182
$81.3K 0.02%
2,970
183
$78.2K 0.02%
170
184
$75.4K 0.02%
258
185
$74.2K 0.02%
350
186
$74.2K 0.02%
984
187
$70.6K 0.02%
225
188
$68.3K 0.01%
250
189
$66.6K 0.01%
660
190
$65.9K 0.01%
820
191
$65.1K 0.01%
2,000
192
$64.7K 0.01%
510
193
$62.9K 0.01%
1,768
+200
194
$60.7K 0.01%
463
-60
195
$60.5K 0.01%
866
196
$60.2K 0.01%
1,033
197
$59.3K 0.01%
1,223
198
$59.1K 0.01%
982
199
$58.9K 0.01%
2,498
200
$58.8K 0.01%
115
6 7
8
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