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
$247M
AUM Growth
+$26.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
239
New
Increased
Reduced
Closed

Top Buys

1
+$8.52M
2
+$4.25M
3
+$3.51M
4
TIPX icon
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
+$2.33M
5
STPZ icon
PIMCO 1-5 Year US TIPS Index Exchange-Traded Fund
STPZ
+$1.56M

Top Sells

1
+$5.16M
2
+$884K
3
+$598K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$592K
5
VUG icon
Vanguard Growth ETF
VUG
+$390K

Sector Composition

1 Consumer Staples 6.05%
2 Healthcare 0.41%
3 Technology 0.22%
4 Industrials 0.21%
5 Consumer Discretionary 0.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$49K 0.02%
1,115
102
$49K 0.02%
1,086
+1
103
$49K 0.02%
+700
104
$48K 0.02%
414
105
$46K 0.02%
300
106
$46K 0.02%
325
107
$45K 0.02%
389
108
$44K 0.02%
400
109
$43K 0.02%
744
-104
110
$42K 0.02%
805
111
$41K 0.02%
17
112
$41K 0.02%
117
-15
113
$40K 0.02%
997
-2,225
114
$40K 0.02%
1,022
115
$39K 0.02%
435
116
$39K 0.02%
400
117
$38K 0.02%
350
118
$37K 0.02%
138
+15
119
$37K 0.02%
820
120
$35K 0.01%
118
121
$32K 0.01%
277
+126
122
$32K 0.01%
402
-106
123
$32K 0.01%
1,256
-2,000
124
$31K 0.01%
350
125
$31K 0.01%
+1,050
3 4
5
6 7