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
576
$2K ﹤0.01%
150
577
$1K ﹤0.01%
10
578
$1K ﹤0.01%
50
579
$1K ﹤0.01%
50
580
$1K ﹤0.01%
20
581
$1K ﹤0.01%
+62
582
$1K ﹤0.01%
+20
583
$1K ﹤0.01%
+33
584
$1K ﹤0.01%
+63
585
$1K ﹤0.01%
20
586
$1K ﹤0.01%
36
587
$1K ﹤0.01%
10
588
$1K ﹤0.01%
21
589
$1K ﹤0.01%
+26
590
$1K ﹤0.01%
5
591
$1K ﹤0.01%
+15
592
$1K ﹤0.01%
+22
593
$1K ﹤0.01%
+77
594
$1K ﹤0.01%
+10
595
$1K ﹤0.01%
10
596
$1K ﹤0.01%
20
597
$1K ﹤0.01%
+36
598
$1K ﹤0.01%
+131
599
$1K ﹤0.01%
174
600
$1K ﹤0.01%
250
22 23
24
25 26