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
676
– –
-630
677
– –
-2
678
$0 ﹤0.01%
16
679
$0 ﹤0.01%
3
680
$0 ﹤0.01%
10
681
$0 ﹤0.01%
4
682
– –
-17
683
– –
-159
684
– –
-700
685
$0 ﹤0.01%
1
686
$0 ﹤0.01%
+57
687
$0 ﹤0.01%
8
-1,349
688
– –
-100
689
– –
-4
690
– –
-3
691
– –
-653
692
$0 ﹤0.01%
11
693
$0 ﹤0.01%
2
694
$0 ﹤0.01%
16
695
– –
-50
696
$0 ﹤0.01%
69
-1
24 25 26 27
28