CPFP
Clear Perspectives Financial Planning Portfolio holdings
AUM
$178M
1-Year Est. Return
0.28%
1 Year Est. Return
-0.28%
AUM
$178M
AUM Growth
-$9.88M
(-5.2%)
Holding
243
Top Buys
| 1 | +$8.91M | |
| 2 | +$8.73M | |
| 3 | +$7.62M | |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$7.47M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$6.48M |
Top Sells
| 1 | +$7.24M | |
| 2 | +$5.56M | |
| 3 | +$5.14M | |
| 4 |
First Trust Global Tactical Commodity Strategy Fund
FTGC
|
+$5.01M |
| 5 |
Vanguard High Dividend Yield ETF
VYM
|
+$4.58M |
Sector Composition
| 1 | Consumer Staples | 10.14% |
| 2 | Healthcare | 0.55% |
| 3 | Industrials | 0.28% |
| 4 | Technology | 0.25% |
| 5 | Financials | 0.24% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
Veeva Systems
VEEV
$48B
| – | – |
-2
|
|
||
227
Vanguard Tax-Exempt Bond Index Fund
VTEB
$39.7B
| – | – |
-1,035
|
|
||
228
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.8B
| – | – |
-348
|
|
||
229
Zscaler
ZS
$53B
| – | – |
-2
|
|
||
230
Kinder Morgan
KMI
$57.6B
| – | – |
-15
|
|
||
231
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$30.9B
| – | – |
-154
|
|
||
232
Medical Properties Trust
MPW
$2.98B
| – | – |
-15
|
|
||
233
Novavax
NVAX
$1.27B
| – | – |
-5
|
|
||
234
Organon & Co
OGN
$1.73B
| – | – |
-55
|
|
||
235
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$4.53B
| – | – |
-489,803
|
|
||
236
Invesco FTSE RAFI Developed Markets ex-US Small-Mid ETF
PDN
$360M
| – | – |
-179
|
|
||
237
PayPal
PYPL
$62.6B
| – | – |
-3
|
|
||
238
iShares MSCI USA Quality Factor ETF
QUAL
$53.5B
| – | – |
-25
|
|