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
$264M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$20.5M
3
+$16.9M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$8.1M
5
VTV icon
Vanguard Value ETF
VTV
+$4.22M

Top Sells

1
+$13.9M
2
+$8.67M
3
+$7.1M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$5.34M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$4.77M

Sector Composition

1 Consumer Staples 5.45%
2 Healthcare 0.36%
3 Technology 0.21%
4 Industrials 0.2%
5 Financials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$82K 0.03%
1,538
-215
77
$77K 0.03%
1,168
+370
78
$76K 0.03%
+4,700
79
$76K 0.03%
985
80
$75K 0.03%
1,345
81
$70K 0.03%
500
82
$67K 0.03%
813
+3
83
$65K 0.02%
400
84
$65K 0.02%
6,000
85
$65K 0.02%
603
-10
86
$65K 0.02%
1,125
+39
87
$64K 0.02%
+2,700
88
$63K 0.02%
598
-30
89
$58K 0.02%
780
-1,994
90
$57K 0.02%
315
+190
91
$54K 0.02%
150
92
$53K 0.02%
300
-31
93
$53K 0.02%
670
-600
94
$52K 0.02%
336
95
$52K 0.02%
385
96
$47K 0.02%
394
97
$45K 0.02%
325
98
$43K 0.02%
+2,000
99
$42K 0.02%
117
100
$41K 0.02%
400
2 3
4
5 6