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
$434M
AUM Growth
+$22.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
559
New
Increased
Reduced
Closed

Top Buys

1
+$1.51M
2
+$159K
3
+$125K
4
MDT icon
Medtronic
MDT
+$111K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$101K

Top Sells

1
+$1.05M
2
+$262K
3
+$206K
4
PG icon
Procter & Gamble
PG
+$203K
5
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$161K

Sector Composition

1 Financials 5.51%
2 Technology 4.91%
3 Healthcare 4.07%
4 Consumer Staples 2.64%
5 Industrials 2.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$148M 34.24%
394,759
+4,025
2
$61.7M 14.24%
923,329
-2,411
3
$33.4M 7.71%
210,625
-1,651
4
$20.7M 4.76%
108,966
+328
5
$17M 3.93%
137,362
-8,475
6
$8.93M 2.06%
30,983
-369
7
$8.85M 2.04%
19
8
$7.29M 1.68%
132,013
-279
9
$4.66M 1.07%
28,236
-1,249
10
$4.41M 1.02%
109,225
+2,114
11
$4.24M 0.98%
13,732
-35
12
$2.97M 0.69%
19,986
-1,366
13
$2.66M 0.61%
34,566
-232
14
$2.57M 0.59%
24,882
-80
15
$2.5M 0.58%
6,107
-117
16
$2.33M 0.54%
25,009
+1,042
17
$2.33M 0.54%
15,049
+333
18
$2.31M 0.53%
4,008
-30
19
$2.28M 0.53%
13,975
-285
20
$2.2M 0.51%
13,810
-429
21
$2.17M 0.5%
16,656
-548
22
$2.15M 0.5%
20,680
-40
23
$2.07M 0.48%
8,296
-285
24
$2.02M 0.47%
40,410
+3,175
25
$1.86M 0.43%
10,218
-170
1
2 3 4 5