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
376
$8K ﹤0.01%
106
377
$8K ﹤0.01%
71
+11
378
$8K ﹤0.01%
160
379
$8K ﹤0.01%
180
380
$8K ﹤0.01%
283
381
$8K ﹤0.01%
160
382
$8K ﹤0.01%
+756
383
$8K ﹤0.01%
+406
384
$8K ﹤0.01%
259
385
$8K ﹤0.01%
57
386
$8K ﹤0.01%
10
387
$8K ﹤0.01%
540
388
$8K ﹤0.01%
215
+115
389
$7K ﹤0.01%
218
390
$7K ﹤0.01%
+102
391
$7K ﹤0.01%
23
392
$7K ﹤0.01%
87
393
$7K ﹤0.01%
100
394
$7K ﹤0.01%
1,097
395
$7K ﹤0.01%
64
-8
396
$7K ﹤0.01%
97
397
$7K ﹤0.01%
10
-1
398
$7K ﹤0.01%
76
399
$6K ﹤0.01%
845
400
$6K ﹤0.01%
350
14 15
16
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