CFFP
Center for Financial Planning Portfolio holdings
AUM
$872M
1-Year Return
13.41%
This Quarter Return
-1.12%
1 Year Return
+13.41%
3 Year Return
+54.48%
5 Year Return
+93.13%
10 Year Return
–
AUM
$783M
AUM Growth
+$33.3M
(+4.4%)
Cap. Flow
+$47.2M
Cap. Flow
% of AUM
6.03%
Top 10 Holdings %
Top 10 Hldgs %
77.19%
Holding
754
New
79
Increased
116
Reduced
76
Closed
52
Top Buys
| 1 |
iShares Core US Aggregate Bond ETF
AGG
|
+$34.4M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
+$2.37M |
| 3 |
FT Vest Fund of Buffer ETFs
BUFR
|
+$2.13M |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$1.91M |
| 5 |
Vanguard Mid-Cap ETF
VO
|
+$1.53M |
Top Sells
| 1 |
Microsoft
MSFT
|
+$2.32M |
| 2 |
Vanguard Small-Cap Value ETF
VBR
|
+$568K |
| 3 |
Intercontinental Exchange
ICE
|
+$422K |
| 4 |
Raymond James Financial
RJF
|
+$358K |
| 5 |
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% |
