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
$669M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1
+$41.1M
2
+$26.5M
3
+$3.2M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.08M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.34M

Top Sells

1
+$484K
2
+$206K
3
+$157K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$143K
5
HEI icon
HEICO Corp
HEI
+$125K

Sector Composition

1 Financials 4.96%
2 Technology 4.41%
3 Healthcare 3.16%
4 Consumer Staples 1.82%
5 Consumer Discretionary 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$112K 0.02%
837
+327
177
$108K 0.02%
1,803
-230
178
$105K 0.02%
988
+700
179
$103K 0.02%
583
+84
180
$103K 0.02%
258
181
$103K 0.02%
1,685
-421
182
$100K 0.01%
2,654
183
$99.6K 0.01%
263
+38
184
$99.5K 0.01%
1,850
185
$98.2K 0.01%
1,910
186
$95.6K 0.01%
+332
187
$95.3K 0.01%
1,757
+341
188
$94.6K 0.01%
1,518
-82
189
$94.4K 0.01%
1,100
190
$93.9K 0.01%
2,738
191
$91K 0.01%
3,387
-1,095
192
$88K 0.01%
332
-49
193
$87.4K 0.01%
1,140
194
$85.7K 0.01%
350
195
$85.6K 0.01%
2,932
-38
196
$81.4K 0.01%
820
197
$80.3K 0.01%
1,382
-451
198
$78.1K 0.01%
660
199
$77.9K 0.01%
+3,894
200
$74.8K 0.01%
115
6 7
8
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