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
76
$101K 0.05%
+500
77
$101K 0.05%
1,231
78
$96K 0.04%
942
79
$88K 0.04%
1,753
+1
80
$83K 0.04%
600
81
$81K 0.04%
3,256
82
$80K 0.04%
600
83
$78K 0.04%
985
84
$75K 0.03%
655
85
$73K 0.03%
1,345
86
$69K 0.03%
310
87
$67K 0.03%
500
88
$66K 0.03%
385
89
$65K 0.03%
628
90
$61K 0.03%
810
+65
91
$52K 0.02%
150
92
$51K 0.02%
300
93
$50K 0.02%
991
+321
94
$49K 0.02%
300
95
$49K 0.02%
336
96
$47K 0.02%
1,115
-300
97
$47K 0.02%
+663
98
$46K 0.02%
414
99
$46K 0.02%
376
100
$45K 0.02%
848
2 3
4
5 6