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
351
$11K ﹤0.01%
46
352
$11K ﹤0.01%
614
353
$11K ﹤0.01%
54
354
$11K ﹤0.01%
953
+263
355
$11K ﹤0.01%
142
356
$10K ﹤0.01%
400
357
$10K ﹤0.01%
83
358
$10K ﹤0.01%
500
359
$10K ﹤0.01%
84
360
$10K ﹤0.01%
140
361
$9K ﹤0.01%
+34
362
$9K ﹤0.01%
64
+29
363
$9K ﹤0.01%
129
364
$9K ﹤0.01%
292
365
$9K ﹤0.01%
58
366
$9K ﹤0.01%
165
367
$9K ﹤0.01%
108
368
$9K ﹤0.01%
149
369
$9K ﹤0.01%
+350
370
$9K ﹤0.01%
123
371
$9K ﹤0.01%
133
372
$9K ﹤0.01%
187
373
$9K ﹤0.01%
1,000
374
$9K ﹤0.01%
216
375
$8K ﹤0.01%
+1,000