CPFP
Clear Perspectives Financial Planning Portfolio holdings
AUM
$178M
This Quarter Return
+2.61%
1 Year Return
-0.28%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$178M
AUM Growth
+$178M
(-5.2%)
Cap. Flow
-$10.3M
Cap. Flow
% of AUM
-5.78%
Top 10 Holdings %
Top 10 Hldgs %
67.91%
Holding
243
New
7
Increased
16
Reduced
54
Closed
45
Top Buys
| 1 |
Vanguard Dividend Appreciation ETF
VIG
|
$8.91M |
| 2 |
Vanguard S&P 500 Value ETF
VOOV
|
$8.73M |
| 3 |
Vanguard Total International Stock ETF
VXUS
|
$7.62M |
| 4 |
Vanguard FTSE Developed Markets ETF
VEA
|
$7.47M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
$6.48M |
Top Sells
Sector Composition
| 1 | Consumer Staples | 10.14% |
| 2 | Healthcare | 0.55% |
| 3 | Industrials | 0.28% |
| 4 | Technology | 0.25% |
| 5 | Financials | 0.24% |
