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
451
$4K ﹤0.01%
80
452
$4K ﹤0.01%
+171
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%
+24
459
$3K ﹤0.01%
+250
460
$3K ﹤0.01%
36
461
$3K ﹤0.01%
+13
462
$3K ﹤0.01%
+95
463
$3K ﹤0.01%
+13
464
$3K ﹤0.01%
+50
465
$3K ﹤0.01%
+61
466
$3K ﹤0.01%
+104
467
$3K ﹤0.01%
+16
468
$3K ﹤0.01%
29
469
$3K ﹤0.01%
43
+22
470
$3K ﹤0.01%
+67
471
$3K ﹤0.01%
56
-8,918
472
$3K ﹤0.01%
+16
473
$3K ﹤0.01%
315
474
$3K ﹤0.01%
+73
475
$3K ﹤0.01%
+30
17 18
19
20 21