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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
626
$1K ﹤0.01%
17
627
$1K ﹤0.01%
84
628
$1K ﹤0.01%
+27
629
$1K ﹤0.01%
+98
630
$1K ﹤0.01%
48
631
$1K ﹤0.01%
20
632
$1K ﹤0.01%
+33
633
$1K ﹤0.01%
+15
634
$0 ﹤0.01%
8
-1,349
635
– –
-100
636
$0 ﹤0.01%
22
637
– –
-625
638
$0 ﹤0.01%
16
639
$0 ﹤0.01%
+3
640
– –
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641
$0 ﹤0.01%
4
642
$0 ﹤0.01%
2
643
– –
-25
644
$0 ﹤0.01%
36
645
– –
0
646
$0 ﹤0.01%
4
+1
647
$0 ﹤0.01%
+21
648
$0 ﹤0.01%
13
649
– –
-59
650
– –
-9
24 25
26
27 28