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
601
$1K ﹤0.01%
+77
602
$1K ﹤0.01%
+10
603
$1K ﹤0.01%
10
604
$1K ﹤0.01%
20
605
$1K ﹤0.01%
+36
606
$1K ﹤0.01%
+131
607
$1K ﹤0.01%
174
608
$1K ﹤0.01%
250
609
$1K ﹤0.01%
58
610
$1K ﹤0.01%
20
611
$1K ﹤0.01%
14
612
$1K ﹤0.01%
7
613
$1K ﹤0.01%
26
614
$1K ﹤0.01%
19
615
$1K ﹤0.01%
36
616
$1K ﹤0.01%
160
617
$1K ﹤0.01%
32
-126
618
$1K ﹤0.01%
+50
619
$1K ﹤0.01%
43
620
$1K ﹤0.01%
50
621
$1K ﹤0.01%
100
-1,000
622
$1K ﹤0.01%
+21
623
$1K ﹤0.01%
+8
624
$1K ﹤0.01%
+26
625
$1K ﹤0.01%
23
23 24
25
26 27