CFFP

Center for Financial Planning Portfolio holdings

AUM $961M
1-Year Est. Return 15.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.84%
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
+$1.33M
2
+$1.25M
3
+$826K
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$689K
5
CL icon
Colgate-Palmolive
CL
+$607K

Top Sells

1
+$2.2M
2
+$559K
3
+$344K
4
EEM icon
iShares MSCI Emerging Markets ETF
EEM
+$332K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$262K

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%
174
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