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
76
$65K 0.03%
600
77
$65K 0.03%
1,475
-63
78
$63K 0.02%
985
79
$58K 0.02%
1,100
-68
80
$56K 0.02%
2,700
81
$55K 0.02%
500
82
$55K 0.02%
1,657
-99,796
83
$54K 0.02%
470
-14,202
84
$53K 0.02%
315
85
$53K 0.02%
578
-25
86
$53K 0.02%
1,125
87
$53K 0.02%
907
-468
88
$48K 0.02%
689
+589
89
$48K 0.02%
101
+51
90
$48K 0.02%
2,475
-208,626
91
$47K 0.02%
1,245
+475
92
$47K 0.02%
150
93
$46K 0.02%
336
94
$45K 0.02%
385
95
$45K 0.02%
394
96
$42K 0.02%
325
97
$37K 0.01%
1,115
-873
98
$37K 0.01%
+1,100
99
$36K 0.01%
131
+37
100
$34K 0.01%
378
+66
2 3
4
5 6