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
$692M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
634
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$6.59M
3
+$1.05M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1M
5
VBR icon
Vanguard Small-Cap Value ETF
VBR
+$358K

Top Sells

1
+$2.98M
2
+$247K
3
+$239K
4
EGP icon
EastGroup Properties
EGP
+$179K
5
MMM icon
3M
MMM
+$164K

Sector Composition

1 Financials 4.64%
2 Technology 4.55%
3 Healthcare 2.95%
4 Consumer Staples 1.77%
5 Consumer Discretionary 1.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$73.8K 0.01%
332
202
$70.9K 0.01%
1,708
-49
203
$70.2K 0.01%
588
204
$69.6K 0.01%
982
205
$69.3K 0.01%
1,223
206
$69.1K 0.01%
2,498
-8,916
207
$68K 0.01%
390
208
$67.4K 0.01%
2,000
209
$66.7K 0.01%
484
210
$66.5K 0.01%
158
211
$63.1K 0.01%
1,432
212
$62.8K 0.01%
164
213
$61.6K 0.01%
1,305
214
$59.7K 0.01%
1,559
215
$59.5K 0.01%
984
216
$59.2K 0.01%
800
217
$59K 0.01%
660
218
$57.4K 0.01%
300
219
$57.4K 0.01%
3,508
220
$56.8K 0.01%
697
221
$56.1K 0.01%
101
+10
222
$55.5K 0.01%
375
223
$55.2K 0.01%
2,074
224
$55.2K 0.01%
941
225
$54.3K 0.01%
700
7 8
9
10 11