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
151
$112K 0.03%
675
152
$110K 0.03%
1,369
-31
153
$110K 0.03%
2,126
+20
154
$109K 0.03%
230
155
$106K 0.03%
1,497
-197
156
$100K 0.03%
2,738
157
$98K 0.03%
2,519
158
$98K 0.03%
+2,303
159
$98K 0.03%
1,692
160
$97K 0.03%
515
+112
161
$96K 0.03%
1,150
162
$92K 0.02%
535
163
$90K 0.02%
2,533
164
$89K 0.02%
616
+16
165
$88K 0.02%
822
166
$88K 0.02%
1,850
167
$86K 0.02%
900
168
$85K 0.02%
297
169
$85K 0.02%
+350
170
$85K 0.02%
1,340
171
$83K 0.02%
866
172
$82K 0.02%
765
173
$81K 0.02%
3,228
174
$81K 0.02%
1,325
175
$80K 0.02%
3,104
+1,377
5 6
7
8 9