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
501
$3K ﹤0.01%
92
502
$2K ﹤0.01%
76
+46
503
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+78
504
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+24
505
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10
506
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507
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508
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509
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510
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50
511
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512
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515
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516
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+24
517
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518
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+7
519
$2K ﹤0.01%
+159
520
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+81
521
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+31
522
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50
523
$2K ﹤0.01%
175
524
$2K ﹤0.01%
+45
525
$2K ﹤0.01%
+35
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