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
$749M
AUM Growth
+$12.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
700
New
Increased
Reduced
Closed

Top Buys

1
+$6.98M
2
+$3.76M
3
+$2.55M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$2.05M
5
VB icon
Vanguard Small-Cap ETF
VB
+$827K

Top Sells

1
+$781K
2
+$286K
3
+$244K
4
DVN icon
Devon Energy
DVN
+$220K
5
WPP icon
WPP
WPP
+$214K

Sector Composition

1 Financials 4.85%
2 Technology 4.47%
3 Healthcare 2.54%
4 Consumer Discretionary 1.75%
5 Consumer Staples 1.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$92.2K 0.01%
1,350
+55
202
$91.9K 0.01%
2,932
203
$91.4K 0.01%
221
204
$91.2K 0.01%
1,613
205
$90.9K 0.01%
225
206
$88.8K 0.01%
1,001
207
$88.1K 0.01%
1,140
208
$88K 0.01%
1,827
209
$87K 0.01%
+145
210
$84.2K 0.01%
623
211
$82.5K 0.01%
660
212
$81.1K 0.01%
2,498
213
$80.8K 0.01%
947
214
$80.5K 0.01%
2,622
+548
215
$80.4K 0.01%
1,054
-16
216
$80.2K 0.01%
1,432
217
$79.8K 0.01%
170
218
$78.5K 0.01%
800
219
$78.5K 0.01%
2,654
220
$78K 0.01%
+1,359
221
$77.6K 0.01%
236
222
$77.5K 0.01%
+659
223
$76.6K 0.01%
700
224
$76.6K 0.01%
2,802
225
$75.7K 0.01%
588
7 8
9
10 11