CFFP

Center for Financial Planning Portfolio holdings

AUM $936M
1-Year Est. Return 13.21%
This Quarter Est. Return
1 Year Est. Return
+13.21%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$783M
AUM Growth
+$33.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
754
New
Increased
Reduced
Closed

Top Buys

1
+$34.4M
2
+$2.37M
3
+$2.13M
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$1.91M
5
VO icon
Vanguard Mid-Cap ETF
VO
+$1.53M

Top Sells

1
+$2.32M
2
+$568K
3
+$422K
4
RJF icon
Raymond James Financial
RJF
+$358K
5
AAPL icon
Apple
AAPL
+$300K

Sector Composition

1 Financials 4.97%
2 Technology 3.55%
3 Healthcare 2.66%
4 Consumer Staples 1.62%
5 Consumer Discretionary 1.58%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$105K 0.01%
445
+403
202
$102K 0.01%
840
-320
203
$102K 0.01%
332
204
$98.9K 0.01%
822
205
$98.4K 0.01%
1,613
206
$97.7K 0.01%
320
+84
207
$95.1K 0.01%
1,827
208
$94.3K 0.01%
813
-332
209
$92.8K 0.01%
221
210
$92.6K 0.01%
216
+80
211
$90.8K 0.01%
700
212
$90.7K 0.01%
1,518
213
$90.2K 0.01%
2,498
214
$90.1K 0.01%
600
215
$89.7K 0.01%
2,654
216
$89.5K 0.01%
640
-130
217
$87.8K 0.01%
170
218
$87.4K 0.01%
6,000
219
$86.4K 0.01%
2,532
-400
220
$85.8K 0.01%
817
+359
221
$85.6K 0.01%
502
-60
222
$85.6K 0.01%
1,350
223
$84.5K 0.01%
1,280
+31
224
$84.1K 0.01%
1,241
-200
225
$83.2K 0.01%
793
7 8
9
10 11