CFFP

Center for Financial Planning Portfolio holdings

AUM $936M
1-Year Est. Return 13.21%
This Quarter Est. Return
1 Year Est. Return
+13.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$783M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$2.37M
3
+$2.13M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.91M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.53M

Top Sells

1
+$2.32M
2
+$568K
3
+$422K
4
RJF icon
Raymond James Financial
RJF
+$358K
5
AAPL icon
Apple
AAPL
+$300K

Sector Composition

1 Financials 4.97%
2 Technology 3.55%
3 Healthcare 2.66%
4 Consumer Staples 1.62%
5 Consumer Discretionary 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$149K 0.02%
5,890
+150
177
$147K 0.02%
222
+49
178
$142K 0.02%
+1,490
179
$132K 0.02%
626
+17
180
$126K 0.02%
2,303
181
$126K 0.02%
820
182
$126K 0.02%
2,738
183
$125K 0.02%
326
184
$122K 0.02%
1,563
+423
185
$122K 0.02%
1,318
186
$121K 0.02%
1,086
187
$120K 0.02%
900
188
$118K 0.02%
736
189
$118K 0.02%
1,730
-200
190
$118K 0.02%
+2,296
191
$115K 0.01%
350
192
$114K 0.01%
+4,569
193
$114K 0.01%
+370
194
$113K 0.01%
398
+140
195
$112K 0.01%
1,803
196
$109K 0.01%
911
197
$108K 0.01%
355
+150
198
$107K 0.01%
350
199
$106K 0.01%
968
200
$106K 0.01%
1,956
+966
6 7
8
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