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
426
$5K ﹤0.01%
26
427
$5K ﹤0.01%
225
428
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+22
429
$5K ﹤0.01%
100
430
$5K ﹤0.01%
560
431
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103
432
$5K ﹤0.01%
52
433
$5K ﹤0.01%
+105
434
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85
+15
435
$5K ﹤0.01%
63
436
$5K ﹤0.01%
120
437
$5K ﹤0.01%
+114
438
$4K ﹤0.01%
17
439
$4K ﹤0.01%
+115
440
$4K ﹤0.01%
+47
441
$4K ﹤0.01%
+284
442
$4K ﹤0.01%
+35
443
$4K ﹤0.01%
+110
444
$4K ﹤0.01%
+48
445
$4K ﹤0.01%
100
446
$4K ﹤0.01%
+17
447
$4K ﹤0.01%
163
448
$4K ﹤0.01%
+136
449
$4K ﹤0.01%
80
450
$4K ﹤0.01%
+171
16 17
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