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
176
$79K 0.02%
984
177
$78K 0.02%
242
+35
178
$77K 0.02%
1,210
-225
179
$76K 0.02%
634
180
$74K 0.02%
170
181
$72K 0.02%
221
182
$71K 0.02%
1,518
183
$71K 0.02%
2,970
184
$71K 0.02%
1,830
+29
185
$70K 0.02%
314
186
$69K 0.02%
1,859
187
$68K 0.02%
458
188
$67K 0.02%
523
189
$65K 0.02%
917
190
$65K 0.02%
944
-381
191
$63K 0.02%
2,498
192
$62K 0.02%
1,100
193
$62K 0.02%
219
+32
194
$61K 0.02%
1,425
+142
195
$60K 0.02%
3,508
196
$60K 0.02%
533
197
$59K 0.02%
1,960
198
$59K 0.02%
225
199
$59K 0.02%
660
200
$58K 0.02%
264
6 7
8
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