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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
451
$4K ﹤0.01%
100
452
$4K ﹤0.01%
200
453
$4K ﹤0.01%
180
454
$4K ﹤0.01%
+47
455
$4K ﹤0.01%
+284
456
$4K ﹤0.01%
+35
457
$4K ﹤0.01%
+48
458
$3K ﹤0.01%
+16
459
$3K ﹤0.01%
315
460
$3K ﹤0.01%
+73
461
$3K ﹤0.01%
+30
462
$3K ﹤0.01%
107
+21
463
$3K ﹤0.01%
+123
464
$3K ﹤0.01%
+172
465
$3K ﹤0.01%
337
+62
466
$3K ﹤0.01%
104
-56
467
$3K ﹤0.01%
+250
468
$3K ﹤0.01%
+40
469
$3K ﹤0.01%
+63
470
$3K ﹤0.01%
+33
471
$3K ﹤0.01%
+794
472
$3K ﹤0.01%
+17
473
$3K ﹤0.01%
+81
474
$3K ﹤0.01%
+10
475
$3K ﹤0.01%
36
17 18
19
20 21