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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
476
$3K ﹤0.01%
+54
477
$3K ﹤0.01%
+37
478
$3K ﹤0.01%
+97
479
$3K ﹤0.01%
37
480
$3K ﹤0.01%
36
481
$3K ﹤0.01%
+256
482
$3K ﹤0.01%
37
483
$3K ﹤0.01%
106
484
$3K ﹤0.01%
+11
485
$3K ﹤0.01%
92
486
$3K ﹤0.01%
+13
487
$3K ﹤0.01%
+95
488
$3K ﹤0.01%
+13
489
$3K ﹤0.01%
+24
490
$3K ﹤0.01%
+50
491
$3K ﹤0.01%
+61
492
$3K ﹤0.01%
+104
493
$3K ﹤0.01%
+16
494
$3K ﹤0.01%
29
495
$3K ﹤0.01%
43
+22
496
$3K ﹤0.01%
+67
497
$3K ﹤0.01%
56
-8,918
498
$3K ﹤0.01%
500
499
$3K ﹤0.01%
+104
500
$3K ﹤0.01%
95
18 19
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