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CFFP

Center for Financial Planning Portfolio holdings

AUM $958M
1-Year Est. Return 15.26%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+15.26%
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
526
$2K ﹤0.01%
97
527
$2K ﹤0.01%
+56
528
$2K ﹤0.01%
+24
529
$2K ﹤0.01%
10
530
$2K ﹤0.01%
100
531
$2K ﹤0.01%
+35
532
$2K ﹤0.01%
+28
533
$2K ﹤0.01%
64
534
$2K ﹤0.01%
+6
535
$2K ﹤0.01%
+33
536
$2K ﹤0.01%
+48
537
$2K ﹤0.01%
+29
538
$2K ﹤0.01%
+49
539
$2K ﹤0.01%
+119
540
$2K ﹤0.01%
+9
541
$2K ﹤0.01%
29
-972
542
$2K ﹤0.01%
+153
543
$2K ﹤0.01%
+18
544
$2K ﹤0.01%
+8
545
$2K ﹤0.01%
150
546
$2K ﹤0.01%
27
547
$2K ﹤0.01%
+8
548
$2K ﹤0.01%
+220
549
$2K ﹤0.01%
87
550
$2K ﹤0.01%
+47
20 21
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