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
$749M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$3.76M
3
+$2.55M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.05M
5
VB icon
Vanguard Small-Cap ETF
VB
+$827K

Top Sells

1
+$781K
2
+$286K
3
+$244K
4
DVN icon
Devon Energy
DVN
+$220K
5
WPP icon
WPP
WPP
+$214K

Sector Composition

1 Financials 4.85%
2 Technology 4.47%
3 Healthcare 2.54%
4 Consumer Discretionary 1.75%
5 Consumer Staples 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$135K 0.02%
1,145
+1,085
177
$134K 0.02%
1,318
+504
178
$133K 0.02%
770
+120
179
$130K 0.02%
793
180
$127K 0.02%
350
181
$127K 0.02%
900
182
$126K 0.02%
820
+24
183
$122K 0.02%
2,303
184
$122K 0.02%
6,000
185
$120K 0.02%
837
186
$120K 0.02%
+173
187
$120K 0.02%
911
+901
188
$119K 0.02%
736
189
$116K 0.02%
968
190
$113K 0.02%
2,738
191
$112K 0.02%
1,086
-14
192
$107K 0.01%
332
193
$104K 0.01%
1,803
194
$103K 0.01%
600
195
$99.9K 0.01%
350
196
$99.5K 0.01%
562
+60
197
$98.8K 0.01%
1,518
198
$98.7K 0.01%
258
+208
199
$95.9K 0.01%
822
200
$93.6K 0.01%
1,249
6 7
8
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