CFFP

Center for Financial Planning Portfolio holdings

AUM $936M
1-Year Est. Return 13.21%
This Fund
S&P 500
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%
+67
477
$3K ﹤0.01%
56
-8,918
478
$3K ﹤0.01%
+16
479
$3K ﹤0.01%
315
480
$3K ﹤0.01%
+73
481
$3K ﹤0.01%
+30
482
$3K ﹤0.01%
107
+21
483
$3K ﹤0.01%
500
484
$3K ﹤0.01%
95
485
$3K ﹤0.01%
+17
486
$3K ﹤0.01%
+123
487
$3K ﹤0.01%
+172
488
$3K ﹤0.01%
337
+62
489
$3K ﹤0.01%
104
-56
490
$3K ﹤0.01%
+40
491
$3K ﹤0.01%
+63
492
$3K ﹤0.01%
+33
493
$3K ﹤0.01%
+794
494
$3K ﹤0.01%
+17
495
$3K ﹤0.01%
+81
496
$3K ﹤0.01%
+10
497
$3K ﹤0.01%
+54
498
$3K ﹤0.01%
+37
499
$3K ﹤0.01%
+97
500
$3K ﹤0.01%
+11
18 19
20
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