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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
551
$2K ﹤0.01%
+68
552
$2K ﹤0.01%
+7
553
$2K ﹤0.01%
+159
554
$2K ﹤0.01%
+47
555
$2K ﹤0.01%
+40
556
$2K ﹤0.01%
+24
557
$2K ﹤0.01%
+35
558
$2K ﹤0.01%
+18
559
$2K ﹤0.01%
200
560
$2K ﹤0.01%
50
561
$2K ﹤0.01%
200
562
$2K ﹤0.01%
+26
563
$2K ﹤0.01%
+29
564
$2K ﹤0.01%
55
565
$2K ﹤0.01%
76
+46
566
$2K ﹤0.01%
+78
567
$2K ﹤0.01%
+81
568
$2K ﹤0.01%
+31
569
$2K ﹤0.01%
50
570
$2K ﹤0.01%
175
571
$2K ﹤0.01%
+45
572
$2K ﹤0.01%
+35
573
$2K ﹤0.01%
+60
574
$2K ﹤0.01%
+33
575
$2K ﹤0.01%
+36
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