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
$434M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$159K
3
+$125K
4
MDT icon
Medtronic
MDT
+$111K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$101K

Top Sells

1
+$1.05M
2
+$262K
3
+$206K
4
PG icon
Procter & Gamble
PG
+$203K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$161K

Sector Composition

1 Financials 5.51%
2 Technology 4.91%
3 Healthcare 4.07%
4 Consumer Staples 2.64%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$56.1K 0.01%
2,000
202
$55.5K 0.01%
77
203
$55.5K 0.01%
3,500
204
$55.3K 0.01%
375
205
$54.6K 0.01%
1,574
-1,654
206
$54.3K 0.01%
990
207
$53.9K 0.01%
1,800
208
$53.8K 0.01%
3,564
+72
209
$53.4K 0.01%
3,508
210
$53.4K 0.01%
300
211
$53.2K 0.01%
588
212
$53.1K 0.01%
1,088
-195
213
$53K 0.01%
1,265
214
$52.8K 0.01%
944
215
$51.4K 0.01%
1,750
-1,500
216
$51.3K 0.01%
115
217
$50.7K 0.01%
1,033
+33
218
$50.3K 0.01%
941
219
$49.6K 0.01%
300
220
$48.5K 0.01%
+783
221
$48.4K 0.01%
158
-41
222
$48.1K 0.01%
1,473
+3
223
$45.6K 0.01%
205
224
$45.4K 0.01%
356
-177
225
$45.2K 0.01%
198
-300
7 8
9
10 11