CFFP

Center for Financial Planning Portfolio holdings

AUM $936M
1-Year Est. Return 13.21%
This Fund
S&P 500
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
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%
2,848
633
$1K ﹤0.01%
5,000
634
$0 ﹤0.01%
14
635
$0 ﹤0.01%
2
636
– –
-1
637
– –
-1,000
638
– –
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640
$0 ﹤0.01%
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641
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642
$0 ﹤0.01%
139
+9
643
– –
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644
$0 ﹤0.01%
4
645
– –
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646
– –
-700
647
$0 ﹤0.01%
22
648
– –
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649
$0 ﹤0.01%
16
650
$0 ﹤0.01%
+3
24 25
26
27 28