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
526
$2K ﹤0.01%
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527
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+30
528
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+34
529
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50
530
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531
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532
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533
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534
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535
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536
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537
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538
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539
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540
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76
+46
541
$2K ﹤0.01%
+78
542
$2K ﹤0.01%
+24
543
$2K ﹤0.01%
10
544
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100
545
$2K ﹤0.01%
+35
546
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+28
547
$2K ﹤0.01%
64
548
$2K ﹤0.01%
+6
549
$2K ﹤0.01%
+33
550
$2K ﹤0.01%
+48
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