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
326
$14K ﹤0.01%
115
327
$14K ﹤0.01%
135
328
$14K ﹤0.01%
428
329
$13K ﹤0.01%
394
330
$13K ﹤0.01%
1,000
331
$13K ﹤0.01%
573
-1
332
$13K ﹤0.01%
185
333
$12K ﹤0.01%
1,000
334
$12K ﹤0.01%
+131
335
$12K ﹤0.01%
1,000
336
$12K ﹤0.01%
424
337
$12K ﹤0.01%
210
338
$12K ﹤0.01%
160
+60
339
$12K ﹤0.01%
+95
340
$12K ﹤0.01%
438
+2
341
$12K ﹤0.01%
1,426
+1
342
$12K ﹤0.01%
87
343
$11K ﹤0.01%
250
344
$11K ﹤0.01%
308
345
$11K ﹤0.01%
20
346
$11K ﹤0.01%
146
347
$11K ﹤0.01%
150
348
$11K ﹤0.01%
1,275
349
$11K ﹤0.01%
116
350
$11K ﹤0.01%
250
12 13
14
15 16