CFFP

Center for Financial Planning Portfolio holdings

AUM $872M
1-Year Est. Return 13.41%
This Quarter Est. Return
1 Year Est. Return
+13.41%
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
51
$908K 0.24%
5,028
52
$905K 0.24%
5,532
+4
53
$903K 0.24%
4,626
+1,115
54
$893K 0.24%
22,334
+72
55
$871K 0.23%
31,400
+5
56
$818K 0.22%
3,547
+39
57
$814K 0.22%
3,554
58
$798K 0.21%
18,225
59
$788K 0.21%
21,660
-4,569
60
$721K 0.19%
5,596
61
$674K 0.18%
15,170
+240
62
$662K 0.18%
2,169
-2
63
$626K 0.17%
6,160
64
$624K 0.17%
9,897
-204
65
$613K 0.16%
3,716
-170
66
$609K 0.16%
8,319
67
$579K 0.15%
16,164
-530
68
$567K 0.15%
14,945
+848
69
$545K 0.15%
8,774
+13
70
$542K 0.14%
4,712
+127
71
$529K 0.14%
6,412
+435
72
$522K 0.14%
1,034
+16
73
$511K 0.14%
3,828
74
$502K 0.13%
3,108
75
$487K 0.13%
5,158
-364
1 2
3
4 5