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
101
$264K 0.07%
1,490
+5
102
$259K 0.07%
3,202
-216
103
$254K 0.07%
1,182
104
$254K 0.07%
1,754
-3
105
$248K 0.07%
6,149
+3,733
106
$245K 0.07%
1,177
+1,150
107
$242K 0.06%
1,642
-290
108
$241K 0.06%
1,532
109
$235K 0.06%
3,123
110
$233K 0.06%
7,950
-336
111
$233K 0.06%
15,174
+2,320
112
$230K 0.06%
2,825
113
$228K 0.06%
853
114
$228K 0.06%
1,286
+43
115
$224K 0.06%
3,406
116
$217K 0.06%
1,005
117
$208K 0.06%
780
118
$201K 0.05%
+12,664
119
$200K 0.05%
2,211
+110
120
$199K 0.05%
2,547
121
$198K 0.05%
1,092
122
$196K 0.05%
2,373
123
$191K 0.05%
924
-576
124
$190K 0.05%
904
-3
125
$189K 0.05%
1,493
+219
3 4
5
6 7