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
$311M
AUM Growth
+$24.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$9.78M
2
+$848K
3
+$443K
4
VTV icon
Vanguard Value ETF
VTV
+$418K
5
VUG icon
Vanguard Growth ETF
VUG
+$341K

Top Sells

1
+$3.82M
2
+$682K
3
+$541K
4
PRF icon
Invesco FTSE RAFI US 1000 ETF
PRF
+$378K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$327K

Sector Composition

1 Financials 5.78%
2 Technology 4.49%
3 Healthcare 4.43%
4 Consumer Staples 2.92%
5 Industrials 2.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$41K 0.01%
1,000
202
$40K 0.01%
1,100
203
$40K 0.01%
858
+235
204
$40K 0.01%
1,200
-500
205
$39K 0.01%
1,620
+480
206
$39K 0.01%
636
-61
207
$39K 0.01%
639
208
$39K 0.01%
653
209
$38K 0.01%
687
210
$38K 0.01%
361
+140
211
$37K 0.01%
250
212
$37K 0.01%
1,256
213
$36K 0.01%
784
214
$36K 0.01%
613
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215
$36K 0.01%
652
216
$35K 0.01%
599
217
$33K 0.01%
2,000
218
$33K 0.01%
611
219
$33K 0.01%
296
220
$32K 0.01%
1,067
221
$32K 0.01%
248
222
$31K 0.01%
210
223
$30K 0.01%
200
224
$30K 0.01%
89
225
$30K 0.01%
109
-50
7 8
9
10 11