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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
676
– –
-425
677
$0 ﹤0.01%
2
678
– –
-3
679
$0 ﹤0.01%
2
680
– –
-128
681
– –
-24
682
$0 ﹤0.01%
10
-10
683
– –
-85
684
– –
-15
685
$0 ﹤0.01%
5
686
– –
-21
687
– –
-3,500
688
– –
-76
689
– –
-30
690
– –
-27
691
– –
-2
692
$0 ﹤0.01%
14
693
$0 ﹤0.01%
+33
694
– –
-500
695
– –
-1,000
696
– –
-2
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