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
401
$6K ﹤0.01%
500
402
$6K ﹤0.01%
39
403
$6K ﹤0.01%
609
404
$6K ﹤0.01%
427
405
$6K ﹤0.01%
381
+360
406
$6K ﹤0.01%
100
407
$6K ﹤0.01%
+118
408
$6K ﹤0.01%
100
409
$6K ﹤0.01%
355
410
$6K ﹤0.01%
2,000
411
$6K ﹤0.01%
2,000
412
$6K ﹤0.01%
41
413
$6K ﹤0.01%
38
414
$6K ﹤0.01%
238
415
$5K ﹤0.01%
105
416
$5K ﹤0.01%
82
417
$5K ﹤0.01%
300
418
$5K ﹤0.01%
+175
419
$5K ﹤0.01%
+11
420
$5K ﹤0.01%
15
421
$5K ﹤0.01%
+154
422
$5K ﹤0.01%
+113
423
$5K ﹤0.01%
100
424
$5K ﹤0.01%
100
425
$5K ﹤0.01%
105