CFFP

Center for Financial Planning Portfolio holdings

AUM $872M
1-Year Est. Return 13.41%
This Quarter Est. Return
1 Year Est. Return
+13.41%
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%
50
503
$2K ﹤0.01%
+10
504
$2K ﹤0.01%
200
505
$2K ﹤0.01%
+7
506
$2K ﹤0.01%
+159
507
$2K ﹤0.01%
+81
508
$2K ﹤0.01%
+31
509
$2K ﹤0.01%
50
510
$2K ﹤0.01%
175
511
$2K ﹤0.01%
+45
512
$2K ﹤0.01%
+35
513
$2K ﹤0.01%
+60
514
$2K ﹤0.01%
+33
515
$2K ﹤0.01%
+36
516
$2K ﹤0.01%
35
517
$2K ﹤0.01%
+21
518
$2K ﹤0.01%
+25
519
$2K ﹤0.01%
139
520
$2K ﹤0.01%
80
+23
521
$2K ﹤0.01%
18
522
$2K ﹤0.01%
10
523
$2K ﹤0.01%
+43
524
$2K ﹤0.01%
+109
525
$2K ﹤0.01%
+22
19 20
21
22 23