CPFP

Clear Perspectives Financial Planning Portfolio holdings

AUM $178M
1-Year Est. Return 0.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-0.27%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$257M
AUM Growth
-$7.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$27.7M
2
+$12.5M
3
+$6.23M
4
BIL icon
State Street SPDR Bloomberg 1-3 Month T-Bill ETF
BIL
+$6.02M
5
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$3.91M

Top Sells

1
+$13.7M
2
+$4.96M
3
+$4.18M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.63M
5
NULV icon
Nuveen ESG Large-Cap Value ETF
NULV
+$3.58M

Sector Composition

1 Consumer Staples 6.41%
2 Healthcare 0.36%
3 Technology 0.2%
4 Industrials 0.19%
5 Financials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-414
227
– –
-3,638
228
– –
-670
229
– –
-88
230
– –
-109
6 7 8 9
10