CFFP

Center for Financial Planning Portfolio holdings

AUM $936M
1-Year Est. Return 13.21%
This Quarter Est. Return
1 Year Est. Return
+13.21%
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
551
$2K ﹤0.01%
+29
552
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55
553
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+56
554
$2K ﹤0.01%
76
+46
555
$2K ﹤0.01%
+78
556
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+24
557
$2K ﹤0.01%
10
558
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100
559
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+35
560
$2K ﹤0.01%
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561
$2K ﹤0.01%
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562
$2K ﹤0.01%
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563
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564
$2K ﹤0.01%
+48
565
$2K ﹤0.01%
+29
566
$2K ﹤0.01%
+49
567
$2K ﹤0.01%
+119
568
$2K ﹤0.01%
+9
569
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29
-972
570
$2K ﹤0.01%
+153
571
$2K ﹤0.01%
+18
572
$2K ﹤0.01%
+8
573
$2K ﹤0.01%
+220
574
$2K ﹤0.01%
87
575
$2K ﹤0.01%
+47
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