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
76
$111K 0.04%
942
77
$108K 0.04%
1,270
-25
78
$107K 0.04%
1,231
79
$98K 0.04%
1,753
80
$94K 0.04%
600
81
$85K 0.03%
+6,000
82
$85K 0.03%
1,345
83
$84K 0.03%
985
84
$76K 0.03%
400
-100
85
$75K 0.03%
655
86
$72K 0.03%
500
87
$70K 0.03%
613
+370
88
$68K 0.03%
628
89
$65K 0.03%
+1,650
90
$62K 0.03%
385
91
$62K 0.03%
810
92
$60K 0.02%
1,170
+400
93
$59K 0.02%
331
+31
94
$59K 0.02%
1,186
+195
95
$58K 0.02%
798
+130
96
$55K 0.02%
394
+18
97
$54K 0.02%
623
+525
98
$54K 0.02%
150
99
$53K 0.02%
336
100
$51K 0.02%
663
2 3
4
5 6