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
$173M
AUM Growth
+$14.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$15.9M
2
+$10.2M
3
+$7.05M
4
TIPX icon
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
+$6.3M
5
STPZ icon
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
+$3.35M

Top Sells

1
+$11.3M
2
+$7.49M
3
+$3.63M
4
SCHR icon
Schwab Intermediately-Term US Treasury ETF
SCHR
+$3.05M
5
MGK icon
Vanguard Mega Cap Growth ETF
MGK
+$2.58M

Sector Composition

1 Consumer Staples 7.61%
2 Healthcare 0.49%
3 Industrials 0.25%
4 Consumer Discretionary 0.21%
5 Energy 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$37K 0.02%
165
102
$35K 0.02%
820
103
$35K 0.02%
1,022
104
$34K 0.02%
350
105
$34K 0.02%
945
106
$34K 0.02%
128
107
$33K 0.02%
625
+125
108
$30K 0.02%
300
109
$30K 0.02%
400
110
$30K 0.02%
1,324
111
$29K 0.02%
777
112
$27K 0.02%
715
-670
113
$27K 0.02%
175
114
$27K 0.02%
250
115
$26K 0.02%
205
116
$25K 0.01%
204
117
$25K 0.01%
540
118
$24K 0.01%
57
119
$24K 0.01%
370
120
$24K 0.01%
743
121
$23K 0.01%
72
122
$23K 0.01%
200
123
$22K 0.01%
90
124
$22K 0.01%
200
125
$22K 0.01%
376
3 4
5
6 7