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
126
$189K 0.05%
4,596
127
$186K 0.05%
636
128
$183K 0.05%
870
+239
129
$178K 0.05%
1,431
130
$177K 0.05%
2,856
-73
131
$169K 0.05%
750
132
$167K 0.04%
1,500
-65
133
$159K 0.04%
349
134
$158K 0.04%
410
-25
135
$156K 0.04%
661
136
$156K 0.04%
2,319
+102
137
$152K 0.04%
1,606
138
$151K 0.04%
2,378
+351
139
$148K 0.04%
1,221
140
$143K 0.04%
1,944
141
$139K 0.04%
4,770
142
$135K 0.04%
875
-160
143
$122K 0.03%
573
144
$118K 0.03%
821
145
$118K 0.03%
966
-27
146
$116K 0.03%
1,245
-10
147
$116K 0.03%
1,045
148
$113K 0.03%
679
+75
149
$113K 0.03%
1,660
150
$112K 0.03%
4,497
4 5
6
7 8