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
$544M
AUM Growth
+$81.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
537
New
Increased
Reduced
Closed

Top Buys

1
+$21M
2
+$3.91M
3
+$3.79M
4
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$2.87M
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.49M

Top Sells

1
+$672K
2
+$354K
3
+$310K
4
KEYS icon
Keysight
KEYS
+$282K
5
PXD
Pioneer Natural Resource Co.
PXD
+$202K

Sector Composition

1 Financials 5.13%
2 Technology 4.9%
3 Healthcare 3.33%
4 Consumer Staples 2.05%
5 Industrials 1.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$93.2K 0.02%
1,001
177
$90.8K 0.02%
1,100
178
$90.6K 0.02%
170
179
$87.8K 0.02%
1,140
-250
180
$87K 0.02%
258
181
$86.8K 0.02%
350
182
$78.3K 0.01%
2,970
183
$77.1K 0.01%
1,535
-233
184
$75.3K 0.01%
660
185
$73.9K 0.01%
250
186
$73.4K 0.01%
820
187
$72.9K 0.01%
225
188
$72.7K 0.01%
1,416
189
$71.9K 0.01%
115
190
$71.1K 0.01%
984
191
$71K 0.01%
499
192
$68.5K 0.01%
1,432
193
$68.4K 0.01%
866
194
$67.7K 0.01%
2,498
195
$66.3K 0.01%
381
196
$66K 0.01%
463
197
$65.7K 0.01%
1,223
198
$65.3K 0.01%
2,000
199
$65K 0.01%
510
200
$64.2K 0.01%
982
6 7
8
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