CFFP

Center for Financial Planning Portfolio holdings

AUM $872M
1-Year Est. Return 13.41%
This Quarter Est. Return
1 Year Est. Return
+13.41%
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
26
$1.61M 0.43%
36,745
-5,410
27
$1.61M 0.43%
4,741
-36
28
$1.57M 0.42%
22,299
+7,739
29
$1.4M 0.37%
11,327
30
$1.36M 0.36%
15,599
+1,952
31
$1.35M 0.36%
7,514
+55
32
$1.34M 0.36%
15,585
+153
33
$1.3M 0.35%
23,213
34
$1.25M 0.33%
4,058
-506
35
$1.18M 0.31%
8,732
-10
36
$1.17M 0.31%
12,572
+4,572
37
$1.13M 0.3%
5,033
-70
38
$1.11M 0.3%
5,694
+10
39
$1.09M 0.29%
5,390
+66
40
$1.08M 0.29%
12,394
-100
41
$1.04M 0.28%
4,846
+63
42
$1M 0.27%
14,834
43
$1M 0.27%
9,992
44
$1M 0.27%
6,954
45
$972K 0.26%
12,690
46
$964K 0.26%
10,429
47
$957K 0.26%
5,091
+608
48
$924K 0.25%
3,349
+41
49
$923K 0.25%
82,411
+2,623
50
$923K 0.25%
3,480
+60
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2
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