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
$463M
AUM Growth
-$13.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
581
New
Increased
Reduced
Closed

Top Buys

1
+$2.47M
2
+$1.72M
3
+$589K
4
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$529K
5
EAGG icon
iShares ESG Aware US Aggregate Bond ETF
EAGG
+$399K

Top Sells

1
+$608K
2
+$176K
3
+$134K
4
VSS icon
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
+$99.5K
5
VGT icon
Vanguard Information Technology ETF
VGT
+$88.8K

Sector Composition

1 Financials 5.66%
2 Technology 4.99%
3 Healthcare 3.81%
4 Consumer Staples 2.31%
5 Industrials 1.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$58K 0.01%
373
+48
202
$57.9K 0.01%
1,432
203
$56.5K 0.01%
660
204
$56.1K 0.01%
3,508
205
$55.2K 0.01%
588
206
$55.2K 0.01%
499
+141
207
$54.5K 0.01%
1,271
208
$53.6K 0.01%
800
209
$53.3K 0.01%
1,559
210
$52.9K 0.01%
1,479
211
$52.8K 0.01%
+264
212
$51K 0.01%
990
213
$51K 0.01%
1,071
214
$50.4K 0.01%
1,574
215
$50K 0.01%
300
216
$50K 0.01%
158
217
$49.3K 0.01%
205
-10
218
$48.8K 0.01%
941
219
$48.7K 0.01%
67
+5
220
$47.8K 0.01%
375
221
$47.8K 0.01%
1,265
222
$46.4K 0.01%
91
223
$45.5K 0.01%
1,480
-320
224
$45.4K 0.01%
671
+166
225
$44.9K 0.01%
602
7 8
9
10 11