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
$476M
AUM Growth
+$42.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
591
New
Increased
Reduced
Closed

Top Buys

1 +$16.3M
2 +$409K
3 +$371K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$323K
5
VB icon
Vanguard Small-Cap ETF
VB
+$263K

Top Sells

1 +$1.18M
2 +$502K
3 +$215K
4
UNP icon
Union Pacific
UNP
+$194K
5
MSFT icon
Microsoft
MSFT
+$186K

Sector Composition

1 Financials 5.45%
2 Technology 5.07%
3 Healthcare 3.82%
4 Consumer Staples 2.4%
5 Industrials 1.93%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$61K 0.01%
+982
202
$60.7K 0.01%
3,500
203
$60.6K 0.01%
1,559
-573
204
$59.9K 0.01%
866
205
$59.7K 0.01%
660
206
$58.5K 0.01%
800
207
$58.5K 0.01%
2,000
208
$57.3K 0.01%
588
209
$56.6K 0.01%
300
210
$56.1K 0.01%
1,300
211
$55K 0.01%
510
212
$54.9K 0.01%
158
213
$54.8K 0.01%
1,432
214
$54K 0.01%
+440
215
$53.7K 0.01%
1,750
216
$53.3K 0.01%
375
217
$52.9K 0.01%
1,574
218
$52.8K 0.01%
1,071
-17
219
$52.8K 0.01%
+325
220
$52.7K 0.01%
990
221
$52.7K 0.01%
115
222
$52.4K 0.01%
1,568
+95
223
$52.1K 0.01%
300
224
$51.6K 0.01%
3,508
225
$51.5K 0.01%
1,265