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
$692M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$6.59M
3
+$1.05M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$358K

Top Sells

1
+$2.98M
2
+$247K
3
+$239K
4
EGP icon
EastGroup Properties
EGP
+$179K
5
MMM icon
3M
MMM
+$164K

Sector Composition

1 Financials 4.64%
2 Technology 4.55%
3 Healthcare 2.95%
4 Consumer Staples 1.77%
5 Consumer Discretionary 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$109K 0.02%
2,100
177
$108K 0.02%
221
178
$107K 0.02%
+2,015
179
$102K 0.01%
1,803
180
$98.8K 0.01%
332
181
$98.2K 0.01%
1,100
182
$97.7K 0.01%
2,738
183
$96.8K 0.01%
225
-38
184
$95.8K 0.01%
2,654
185
$95.3K 0.01%
350
186
$92.5K 0.01%
1,001
187
$91.2K 0.01%
1,518
188
$91.1K 0.01%
837
189
$87.8K 0.01%
3,387
190
$87.8K 0.01%
1,639
-211
191
$87.4K 0.01%
1,140
192
$86.3K 0.01%
583
193
$85K 0.01%
2,932
194
$83.5K 0.01%
1,324
-58
195
$80.5K 0.01%
650
-500
196
$78.9K 0.01%
820
197
$75.6K 0.01%
115
198
$75.3K 0.01%
814
199
$74.9K 0.01%
660
200
$74.3K 0.01%
1,479
6 7
8
9 10