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
276
$25K 0.01%
500
277
$24K 0.01%
800
278
$24K 0.01%
749
-11
279
$24K 0.01%
176
280
$24K 0.01%
410
281
$24K 0.01%
300
282
$24K 0.01%
294
283
$24K 0.01%
597
284
$24K 0.01%
163
285
$23K 0.01%
560
+171
286
$23K 0.01%
1,521
287
$22K 0.01%
253
288
$22K 0.01%
80
289
$21K 0.01%
324
+15
290
$21K 0.01%
310
291
$21K 0.01%
156
292
$21K 0.01%
705
293
$20K 0.01%
53
294
$20K 0.01%
178
+119
295
$20K 0.01%
124
296
$19K 0.01%
670
297
$19K 0.01%
500
298
$19K 0.01%
1,134
299
$19K 0.01%
372
300
$18K ﹤0.01%
320
10 11
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