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
$411M
AUM Growth
+$36.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
683
New
Increased
Reduced
Closed

Top Buys

1
+$6.84M
2
+$2.53M
3
+$556K
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$478K
5
VB icon
Vanguard Small-Cap ETF
VB
+$286K

Top Sells

1
+$2.25M
2
+$2.09M
3
+$1.72M
4
ZBH icon
Zimmer Biomet
ZBH
+$510K
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$504K

Sector Composition

1 Financials 5.91%
2 Healthcare 4.37%
3 Technology 4.35%
4 Consumer Staples 2.86%
5 Industrials 2.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$59.9K 0.01%
1,283
-142
202
$59.9K 0.01%
250
203
$58.6K 0.01%
533
204
$58.6K 0.01%
3,508
205
$58.1K 0.01%
2,307
+12
206
$57.9K 0.01%
944
207
$57.5K 0.01%
375
208
$56.3K 0.01%
1,223
209
$55.8K 0.01%
1,800
210
$55.4K 0.01%
199
-26
211
$54.7K 0.01%
1,265
+279
212
$54.5K 0.01%
2,000
213
$53.5K 0.01%
1,000
-161
214
$52K 0.01%
1,479
215
$51.7K 0.01%
288
216
$50.4K 0.01%
77
+57
217
$49.9K 0.01%
990
218
$49.8K 0.01%
363
219
$49.8K 0.01%
588
220
$49.1K 0.01%
780
221
$49K 0.01%
205
222
$48.6K 0.01%
404
-5
223
$48.4K 0.01%
300
224
$48.1K 0.01%
1,776
225
$47.2K 0.01%
941
7 8
9
10 11