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
$221M
AUM Growth
+$13.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$4.99M
2
+$3.35M
3
+$2.87M
4
STPZ icon
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
+$2.42M
5
VTV icon
Vanguard Value ETF
VTV
+$1.9M

Top Sells

1
+$2.37M
2
+$1.78M
3
+$1M
4
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$791K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$669K

Sector Composition

1 Consumer Staples 5.6%
2 Healthcare 0.41%
3 Industrials 0.23%
4 Consumer Discretionary 0.19%
5 Technology 0.16%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$44K 0.02%
400
102
$44K 0.02%
1,085
+140
103
$44K 0.02%
1,560
-840
104
$43K 0.02%
668
105
$42K 0.02%
435
106
$41K 0.02%
770
-300
107
$41K 0.02%
325
-4
108
$40K 0.02%
17
109
$40K 0.02%
+508
110
$40K 0.02%
+389
111
$38K 0.02%
350
-250
112
$38K 0.02%
1,022
113
$37K 0.02%
+400
114
$36K 0.02%
805
+405
115
$35K 0.02%
820
116
$34K 0.02%
132
-3
117
$30K 0.01%
123
+41
118
$29K 0.01%
175
119
$29K 0.01%
204
120
$29K 0.01%
385
121
$28K 0.01%
350
-50
122
$28K 0.01%
118
-10
123
$27K 0.01%
243
124
$27K 0.01%
1,324
-291
125
$26K 0.01%
743
3 4
5
6 7