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