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
$257M
AUM Growth
-$7.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$27.7M
2
+$11.7M
3
+$6.02M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$5.93M
5
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$3.63M

Top Sells

1
+$13.2M
2
+$4.95M
3
+$4.05M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$3.5M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.43M

Sector Composition

1 Consumer Staples 6.41%
2 Healthcare 0.36%
3 Technology 0.2%
4 Industrials 0.19%
5 Financials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$200K 0.08%
1,526
-40
52
$199K 0.08%
3,291
-1,520
53
$198K 0.08%
+2,775
54
$178K 0.07%
1,099
-87
55
$171K 0.07%
1,495
-1,180
56
$160K 0.06%
901
57
$158K 0.06%
614
58
$158K 0.06%
1,155
+172
59
$147K 0.06%
744
-232
60
$136K 0.05%
942
61
$131K 0.05%
800
62
$123K 0.05%
738
63
$120K 0.05%
610
64
$99K 0.04%
1,195
-300
65
$98K 0.04%
6,440
+5,430
66
$97K 0.04%
1,160
-530
67
$96K 0.04%
900
68
$93K 0.04%
4,091
69
$91K 0.04%
600
70
$87K 0.03%
2,442
71
$87K 0.03%
1,231
72
$80K 0.03%
915
-350
73
$78K 0.03%
655
74
$74K 0.03%
813
75
$69K 0.03%
6,000
1 2
3
4 5