CFFP

Center for Financial Planning Portfolio holdings

AUM $961M
1-Year Est. Return 15.84%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.84%
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
501
$3K ﹤0.01%
92
502
$2K ﹤0.01%
+50
503
$2K ﹤0.01%
+24
504
$2K ﹤0.01%
+63
505
$2K ﹤0.01%
+24
506
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+68
507
$2K ﹤0.01%
+7
508
$2K ﹤0.01%
+159
509
$2K ﹤0.01%
+81
510
$2K ﹤0.01%
+31
511
$2K ﹤0.01%
50
512
$2K ﹤0.01%
175
513
$2K ﹤0.01%
+45
514
$2K ﹤0.01%
+35
515
$2K ﹤0.01%
+60
516
$2K ﹤0.01%
+33
517
$2K ﹤0.01%
+36
518
$2K ﹤0.01%
+21
519
$2K ﹤0.01%
+25
520
$2K ﹤0.01%
139
521
$2K ﹤0.01%
80
+23
522
$2K ﹤0.01%
18
523
$2K ﹤0.01%
10
524
$2K ﹤0.01%
+43
525
$2K ﹤0.01%
+109
19 20
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