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
$247M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$8.52M
2
+$4.25M
3
+$3.51M
4
TIPX icon
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
+$2.33M
5
STPZ icon
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
+$1.56M

Top Sells

1
+$5.16M
2
+$884K
3
+$598K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$592K
5
VUG icon
Vanguard Growth ETF
VUG
+$390K

Sector Composition

1 Consumer Staples 6.05%
2 Healthcare 0.41%
3 Technology 0.22%
4 Industrials 0.21%
5 Consumer Discretionary 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.75M 0.71%
5,733
-466
27
$1.53M 0.62%
60,202
-8,366
28
$1.52M 0.62%
18,724
-63,423
29
$1.38M 0.56%
14,860
+1,925
30
$1.34M 0.54%
5,282
-256
31
$1.28M 0.52%
62,632
-4,736
32
$1.28M 0.52%
5,825
-37
33
$1.27M 0.52%
11,855
-1,923
34
$1.14M 0.46%
6,759
+234
35
$963K 0.39%
8,588
+2,461
36
$729K 0.29%
11,977
-5,017
37
$640K 0.26%
5,799
-573
38
$621K 0.25%
12,155
-1,225
39
$554K 0.22%
3,686
+101
40
$530K 0.21%
3,025
-15
41
$501K 0.2%
8,075
-3,019
42
$438K 0.18%
1,936
-50
43
$407K 0.16%
4,866
-1,100
44
$389K 0.16%
1,403
45
$362K 0.15%
2,816
-4,653
46
$362K 0.15%
4,972
-237
47
$339K 0.14%
4,118
48
$314K 0.13%
1,186
49
$309K 0.12%
9,643
-965
50
$284K 0.11%
4,143
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