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
$173M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$10.2M
3
+$7.05M
4
TIPX icon
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
+$6.3M
5
STPZ icon
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
+$3.35M

Top Sells

1
+$11.3M
2
+$7.49M
3
+$3.63M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$3.05M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.58M

Sector Composition

1 Consumer Staples 7.61%
2 Healthcare 0.49%
3 Industrials 0.25%
4 Consumer Discretionary 0.21%
5 Energy 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$263K 0.15%
4,118
52
$248K 0.14%
9,300
53
$246K 0.14%
1,074
-125
54
$241K 0.14%
4,143
55
$192K 0.11%
2,483
56
$175K 0.1%
4,014
+237
57
$172K 0.1%
2,074
+1,024
58
$151K 0.09%
1,745
59
$147K 0.09%
1,938
+250
60
$145K 0.08%
614
61
$140K 0.08%
850
62
$132K 0.08%
700
63
$108K 0.06%
700
64
$103K 0.06%
2,442
65
$100K 0.06%
708
66
$98K 0.06%
2,102
67
$96K 0.06%
2,225
+225
68
$92K 0.05%
+5,125
69
$89K 0.05%
4,700
70
$84K 0.05%
1,231
71
$84K 0.05%
1,500
72
$81K 0.05%
535
+500
73
$81K 0.05%
3,256
74
$77K 0.04%
985
75
$75K 0.04%
1,375
1 2
3
4 5