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
76
$473K 0.13%
12,183
77
$446K 0.12%
5,378
+3,933
78
$430K 0.11%
4,110
-8
79
$419K 0.11%
4,347
+746
80
$405K 0.11%
1,740
+120
81
$391K 0.1%
13,216
82
$386K 0.1%
2,122
83
$385K 0.1%
4,020
84
$382K 0.1%
3,287
+27
85
$363K 0.1%
6,035
86
$362K 0.1%
3,639
-100
87
$359K 0.1%
3,076
88
$335K 0.09%
7,746
+24
89
$330K 0.09%
16,908
90
$325K 0.09%
1,500
-6
91
$322K 0.09%
7,975
92
$321K 0.09%
5,738
-740
93
$317K 0.08%
24,033
94
$313K 0.08%
8,132
95
$302K 0.08%
841
-55
96
$300K 0.08%
5,477
+2,721
97
$296K 0.08%
2,490
+612
98
$280K 0.07%
3,419
+125
99
$274K 0.07%
24,000
100
$268K 0.07%
3,650
2 3
4
5 6