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
$375M
AUM Growth
-$19M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
696
New
Increased
Reduced
Closed

Top Buys

1
+$1.2M
2
+$1.12M
3
+$740K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$619K
5
CL icon
Colgate-Palmolive
CL
+$544K

Top Sells

1
+$1.96M
2
+$478K
3
+$310K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$295K
5
ROP icon
Roper Technologies
ROP
+$249K

Sector Composition

1 Financials 5.69%
2 Technology 4.58%
3 Healthcare 4.45%
4 Consumer Staples 2.78%
5 Industrials 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$42K 0.01%
941
227
$42K 0.01%
3,679
+455
228
$41K 0.01%
250
229
$40K 0.01%
1,776
-100
230
$39K 0.01%
3,500
231
$39K 0.01%
663
232
$38K 0.01%
800
233
$37K 0.01%
894
234
$37K 0.01%
986
235
$37K 0.01%
250
236
$37K 0.01%
429
-30
237
$36K 0.01%
2,538
238
$35K 0.01%
1,210
239
$35K 0.01%
1,000
240
$35K 0.01%
533
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241
$35K 0.01%
1,135
242
$35K 0.01%
1,310
+1,300
243
$34K 0.01%
500
244
$34K 0.01%
288
245
$34K 0.01%
580
246
$33K 0.01%
175
247
$32K 0.01%
570
248
$32K 0.01%
2,074
249
$32K 0.01%
136
250
$32K 0.01%
248
8 9
10
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