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
51
$274K 0.11%
1,076
-316
52
$273K 0.11%
1,024
-50
53
$236K 0.1%
16,753
+6,253
54
$220K 0.09%
2,774
55
$214K 0.09%
2,483
56
$207K 0.08%
614
57
$197K 0.08%
3,855
-1,078
58
$190K 0.08%
1,800
59
$189K 0.08%
7,484
-12,330
60
$172K 0.07%
609
-280
61
$162K 0.07%
9,038
-1,483
62
$162K 0.07%
800
63
$154K 0.06%
901
64
$150K 0.06%
900
65
$149K 0.06%
1,745
66
$148K 0.06%
3,251
-487
67
$137K 0.06%
772
+568
68
$136K 0.06%
940
+340
69
$134K 0.05%
1,265
70
$132K 0.05%
610
+300
71
$132K 0.05%
2,442
72
$128K 0.05%
738
+30
73
$118K 0.05%
4,091
74
$116K 0.05%
3,816
-1,502
75
$115K 0.05%
791
1 2
3
4 5