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
251
$32K 0.01%
212
252
$31K 0.01%
305
+181
253
$31K 0.01%
545
254
$31K 0.01%
2,500
255
$31K 0.01%
135
256
$31K 0.01%
352
257
$30K 0.01%
1,340
258
$30K 0.01%
602
259
$30K 0.01%
2,485
-190
260
$30K 0.01%
1,100
261
$29K 0.01%
611
262
$28K 0.01%
583
263
$28K 0.01%
201
+200
264
$28K 0.01%
600
265
$28K 0.01%
+2,237
266
$27K 0.01%
99
267
$27K 0.01%
852
268
$26K 0.01%
364
269
$26K 0.01%
156
270
$26K 0.01%
695
271
$26K 0.01%
893
+672
272
$25K 0.01%
91
273
$25K 0.01%
450
274
$25K 0.01%
+407
275
$25K 0.01%
400
9 10
11
12 13