CPFP

Clear Perspectives Financial Planning Portfolio holdings

AUM $178M
1-Year Est. Return 0.28%
This Quarter Est. Return
1 Year Est. Return
-0.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$221M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$4.99M
2
+$3.35M
3
+$2.87M
4
STPZ icon
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
+$2.42M
5
VTV icon
Vanguard Value ETF
VTV
+$1.9M

Top Sells

1
+$2.37M
2
+$1.78M
3
+$1M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$791K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$669K

Sector Composition

1 Consumer Staples 5.6%
2 Healthcare 0.41%
3 Industrials 0.23%
4 Consumer Discretionary 0.19%
5 Technology 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.75M 0.8%
68,568
+15,206
27
$1.7M 0.77%
6,199
-60
28
$1.4M 0.64%
13,778
+1,154
29
$1.31M 0.59%
5,538
-139
30
$1.25M 0.56%
67,368
+2,312
31
$1.16M 0.52%
5,862
32
$1.08M 0.49%
12,935
+125
33
$1.04M 0.47%
16,994
-2,040
34
$1.02M 0.46%
6,525
+1,139
35
$972K 0.44%
7,469
-6,076
36
$691K 0.31%
13,380
+991
37
$685K 0.31%
11,094
-114
38
$678K 0.31%
6,372
-1,036
39
$633K 0.29%
6,127
+376
40
$506K 0.23%
19,814
+1,898
41
$501K 0.23%
3,585
+270
42
$480K 0.22%
3,040
+425
43
$441K 0.2%
5,966
-500
44
$434K 0.2%
1,986
+78
45
$364K 0.16%
5,209
-414
46
$358K 0.16%
1,403
47
$343K 0.16%
1,186
-250
48
$343K 0.16%
10,608
-2,488
49
$330K 0.15%
1,392
+70
50
$288K 0.13%
7,688
+1,150
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