CFFP

Center for Financial Planning Portfolio holdings

AUM $936M
1-Year Est. Return 13.21%
This Quarter Est. Return
1 Year Est. Return
+13.21%
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
426
$5K ﹤0.01%
+175
427
$5K ﹤0.01%
+11
428
$5K ﹤0.01%
15
429
$5K ﹤0.01%
+154
430
$5K ﹤0.01%
+113
431
$5K ﹤0.01%
100
432
$5K ﹤0.01%
100
433
$5K ﹤0.01%
105
434
$5K ﹤0.01%
26
435
$5K ﹤0.01%
225
436
$5K ﹤0.01%
63
437
$5K ﹤0.01%
120
438
$4K ﹤0.01%
+92
439
$4K ﹤0.01%
150
-400
440
$4K ﹤0.01%
17
441
$4K ﹤0.01%
+115
442
$4K ﹤0.01%
+47
443
$4K ﹤0.01%
+284
444
$4K ﹤0.01%
+35
445
$4K ﹤0.01%
+110
446
$4K ﹤0.01%
+48
447
$4K ﹤0.01%
100
448
$4K ﹤0.01%
+17
449
$4K ﹤0.01%
163
450
$4K ﹤0.01%
+136
16 17
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