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
476
$3K ﹤0.01%
+104
477
$3K ﹤0.01%
95
478
$3K ﹤0.01%
+17
479
$3K ﹤0.01%
36
480
$3K ﹤0.01%
+54
481
$3K ﹤0.01%
+37
482
$3K ﹤0.01%
+97
483
$3K ﹤0.01%
37
484
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36
485
$3K ﹤0.01%
+256
486
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37
487
$3K ﹤0.01%
106
488
$3K ﹤0.01%
+123
489
$3K ﹤0.01%
+172
490
$3K ﹤0.01%
337
+62
491
$3K ﹤0.01%
104
-56
492
$3K ﹤0.01%
+250
493
$3K ﹤0.01%
+40
494
$3K ﹤0.01%
+63
495
$3K ﹤0.01%
+33
496
$3K ﹤0.01%
+794
497
$3K ﹤0.01%
+17
498
$3K ﹤0.01%
+81
499
$3K ﹤0.01%
+10
500
$3K ﹤0.01%
+11
18 19
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