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
301
$18K ﹤0.01%
285
+85
302
$18K ﹤0.01%
310
303
$17K ﹤0.01%
209
+20
304
$17K ﹤0.01%
500
305
$16K ﹤0.01%
351
306
$16K ﹤0.01%
1,385
307
$16K ﹤0.01%
143
+30
308
$16K ﹤0.01%
190
-110
309
$16K ﹤0.01%
360
310
$15K ﹤0.01%
185
-143
311
$15K ﹤0.01%
+51
312
$15K ﹤0.01%
500
313
$15K ﹤0.01%
246
314
$15K ﹤0.01%
86
315
$14K ﹤0.01%
+103
316
$14K ﹤0.01%
178
+36
317
$14K ﹤0.01%
25
318
$14K ﹤0.01%
150
319
$14K ﹤0.01%
799
320
$14K ﹤0.01%
160
321
$14K ﹤0.01%
100
-100
322
$14K ﹤0.01%
+29
323
$14K ﹤0.01%
160
324
$14K ﹤0.01%
290
325
$14K ﹤0.01%
165
11 12
13
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