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
476
$3K ﹤0.01%
107
+21
477
$3K ﹤0.01%
500
478
$3K ﹤0.01%
+104
479
$3K ﹤0.01%
95
480
$3K ﹤0.01%
+17
481
$3K ﹤0.01%
+123
482
$3K ﹤0.01%
+172
483
$3K ﹤0.01%
337
+62
484
$3K ﹤0.01%
104
-56
485
$3K ﹤0.01%
+40
486
$3K ﹤0.01%
+63
487
$3K ﹤0.01%
+33
488
$3K ﹤0.01%
+794
489
$3K ﹤0.01%
+17
490
$3K ﹤0.01%
+81
491
$3K ﹤0.01%
+10
492
$3K ﹤0.01%
+54
493
$3K ﹤0.01%
+37
494
$3K ﹤0.01%
+97
495
$3K ﹤0.01%
37
496
$3K ﹤0.01%
36
497
$3K ﹤0.01%
+256
498
$3K ﹤0.01%
37
499
$3K ﹤0.01%
106
500
$3K ﹤0.01%
+11
18 19
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