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
451
$4K ﹤0.01%
+92
452
$4K ﹤0.01%
150
-400
453
$4K ﹤0.01%
100
454
$4K ﹤0.01%
200
455
$4K ﹤0.01%
180
456
$4K ﹤0.01%
160
457
$4K ﹤0.01%
33
458
$3K ﹤0.01%
+13
459
$3K ﹤0.01%
+95
460
$3K ﹤0.01%
+13
461
$3K ﹤0.01%
+24
462
$3K ﹤0.01%
+50
463
$3K ﹤0.01%
+61
464
$3K ﹤0.01%
+104
465
$3K ﹤0.01%
+16
466
$3K ﹤0.01%
29
467
$3K ﹤0.01%
43
+22
468
$3K ﹤0.01%
+67
469
$3K ﹤0.01%
56
-8,918
470
$3K ﹤0.01%
+16
471
$3K ﹤0.01%
315
472
$3K ﹤0.01%
+73
473
$3K ﹤0.01%
+30
474
$3K ﹤0.01%
107
+21
475
$3K ﹤0.01%
500
17 18
19
20 21