We are live on ! Find out more
CFFP

Center for Financial Planning Portfolio holdings

AUM $958M
1-Year Est. Return 15.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.26%
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
426
$5K ﹤0.01%
+113
427
$5K ﹤0.01%
100
428
$5K ﹤0.01%
100
429
$5K ﹤0.01%
105
430
$5K ﹤0.01%
26
431
$5K ﹤0.01%
225
432
$5K ﹤0.01%
+22
433
$5K ﹤0.01%
100
434
$5K ﹤0.01%
560
435
$5K ﹤0.01%
+114
436
$5K ﹤0.01%
103
437
$5K ﹤0.01%
52
438
$4K ﹤0.01%
17
439
$4K ﹤0.01%
+115
440
$4K ﹤0.01%
+110
441
$4K ﹤0.01%
100
442
$4K ﹤0.01%
160
443
$4K ﹤0.01%
33
444
$4K ﹤0.01%
+17
445
$4K ﹤0.01%
163
446
$4K ﹤0.01%
+136
447
$4K ﹤0.01%
80
448
$4K ﹤0.01%
+171
449
$4K ﹤0.01%
+92
450
$4K ﹤0.01%
150
-400
16 17
18
19 20