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
51
$266K 0.12%
1,074
52
$257K 0.12%
4,118
53
$252K 0.11%
4,143
54
$249K 0.11%
889
-293
55
$249K 0.11%
4,933
-1,171
56
$221K 0.1%
10,500
57
$217K 0.1%
2,774
58
$213K 0.1%
2,483
59
$189K 0.09%
10,521
-644
60
$180K 0.08%
1,800
-1,000
61
$173K 0.08%
614
62
$167K 0.08%
3,738
-26
63
$163K 0.07%
5,318
-5,337
64
$150K 0.07%
1,745
65
$150K 0.07%
800
66
$148K 0.07%
900
+200
67
$146K 0.07%
901
+51
68
$134K 0.06%
3,222
-606
69
$126K 0.06%
2,442
70
$124K 0.06%
1,265
71
$113K 0.05%
1,295
-230
72
$107K 0.05%
1,957
+1,245
73
$106K 0.05%
708
74
$104K 0.05%
4,091
+625
75
$104K 0.05%
791
+150
1 2
3
4 5