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
201
$56K 0.01%
1,611
-8,500
202
$56K 0.01%
4,640
+120
203
$55K 0.01%
225
+26
204
$55K 0.01%
409
-39
205
$54K 0.01%
1,223
206
$53K 0.01%
375
207
$53K 0.01%
300
208
$52K 0.01%
2,106
209
$51K 0.01%
2,295
+1,083
210
$49K 0.01%
260
-17
211
$49K 0.01%
800
212
$48K 0.01%
1,800
213
$48K 0.01%
2,000
214
$47K 0.01%
780
215
$47K 0.01%
588
216
$46K 0.01%
1,479
-345
217
$46K 0.01%
205
-125
218
$45K 0.01%
363
219
$45K 0.01%
115
-11
220
$43K 0.01%
990
221
$43K 0.01%
300
222
$42K 0.01%
931
223
$42K 0.01%
981
224
$42K 0.01%
1,161
+161
225
$42K 0.01%
210
7 8
9
10 11