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
1
$273M 34.85%
530,707
+4,616
2
$94.4M 12.06%
954,079
+347,668
3
$82.6M 10.55%
1,091,796
+25,237
4
$45.5M 5.82%
244,343
-3,051
5
$34.4M 4.4%
155,167
+3,235
6
$25.4M 3.25%
561,274
+6,991
7
$16.4M 2.09%
95,739
-1,213
8
$15.2M 1.94%
19
9
$8.91M 1.14%
23,731
-6,193
10
$8.6M 1.1%
138,544
-880
11
$7.44M 0.95%
13,975
-308
12
$6.14M 0.79%
27,656
-1,350
13
$4.61M 0.59%
24,236
+600
14
$4.23M 0.54%
17,254
+379
15
$4.2M 0.54%
85,359
+8,116
16
$3.28M 0.42%
8,850
+513
17
$3.25M 0.42%
12,920
-312
18
$3.2M 0.41%
18,779
19
$3.09M 0.39%
14,742
20
$3M 0.38%
19,217
-1,040
21
$2.9M 0.37%
11,212
+5,912
22
$2.88M 0.37%
49,402
+8,740
23
$2.77M 0.35%
4,947
-105
24
$2.71M 0.35%
19,531
-2,575
25
$2.56M 0.33%
135,030
1
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