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
$296M
AUM Growth
-$103M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
621
New
Increased
Reduced
Closed

Top Buys

1
+$4.13M
2
+$2.06M
3
+$866K
4
IJS icon
iShares S&P Small-Cap 600 Value ETF
IJS
+$823K
5
VBK icon
Vanguard Small-Cap Growth ETF
VBK
+$704K

Top Sells

1
+$35.2M
2
+$3.98M
3
+$2.31M
4
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$1.26M
5
EFA icon
iShares MSCI EAFE ETF
EFA
+$1.1M

Sector Composition

1 Financials 5.13%
2 Healthcare 4.03%
3 Technology 3.39%
4 Consumer Staples 2.77%
5 Industrials 2.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$36K 0.01%
370
-781
202
$36K 0.01%
639
-320
203
$36K 0.01%
218
204
$36K 0.01%
+653
205
$35K 0.01%
1,197
+550
206
$35K 0.01%
289
+112
207
$35K 0.01%
264
208
$35K 0.01%
270
+157
209
$34K 0.01%
612
+42
210
$34K 0.01%
1,256
211
$32K 0.01%
192
212
$31K 0.01%
687
213
$30K 0.01%
+950
214
$30K 0.01%
310
-156
215
$30K 0.01%
637
+223
216
$30K 0.01%
325
+29
217
$29K 0.01%
91
218
$29K 0.01%
1,361
+750
219
$29K 0.01%
1,000
220
$29K 0.01%
2,778
221
$29K 0.01%
189
+135
222
$29K 0.01%
266
+56
223
$29K 0.01%
1,700
+1,000
224
$29K 0.01%
800
225
$28K 0.01%
784
7 8
9
10 11