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
$669M
AUM Growth
+$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
622
New
Increased
Reduced
Closed

Top Buys

1 +$41.1M
2 +$26.5M
3 +$3.2M
4
VB icon
Vanguard Small-Cap ETF
VB
+$2.08M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$1.34M

Top Sells

1 +$484K
2 +$206K
3 +$157K
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$143K
5
HEI icon
HEICO Corp
HEI
+$125K

Sector Composition

1 Financials 4.96%
2 Technology 4.41%
3 Healthcare 3.16%
4 Consumer Staples 1.82%
5 Consumer Discretionary 1.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
$73.1K 0.01%
1,479
202
$72.2K 0.01%
2,000
203
$71.6K 0.01%
1,223
204
$71.5K 0.01%
1,305
+272
205
$69.9K 0.01%
390
+214
206
$69.4K 0.01%
982
207
$68.7K 0.01%
814
208
$67.8K 0.01%
1,535
209
$67.6K 0.01%
588
210
$66.5K 0.01%
342
+78
211
$64.1K 0.01%
1,338
+28
212
$63.6K 0.01%
1,232
+160
213
$63.4K 0.01%
1,171
+591
214
$63K 0.01%
345
215
$62.1K 0.01%
158
216
$61.9K 0.01%
800
217
$61.8K 0.01%
984
218
$60.2K 0.01%
1,559
219
$60.2K 0.01%
393
-70
220
$59.9K 0.01%
660
221
$59.4K 0.01%
+300
222
$55.9K 0.01%
697
+64
223
$55.4K 0.01%
67
224
$55.2K 0.01%
484
+176
225
$55.2K 0.01%
941