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
$264M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$20.5M
3
+$16.9M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$8.1M
5
VTV icon
Vanguard Value ETF
VTV
+$4.22M

Top Sells

1
+$13.9M
2
+$8.67M
3
+$7.1M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$5.34M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$4.77M

Sector Composition

1 Consumer Staples 5.45%
2 Healthcare 0.36%
3 Technology 0.21%
4 Industrials 0.2%
5 Financials 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$40K 0.02%
17
102
$39K 0.01%
300
103
$39K 0.01%
805
104
$38K 0.01%
770
-400
105
$38K 0.01%
414
106
$37K 0.01%
997
107
$37K 0.01%
435
108
$37K 0.01%
400
109
$37K 0.01%
150
-459
110
$36K 0.01%
480
-183
111
$36K 0.01%
1,022
112
$34K 0.01%
138
113
$34K 0.01%
118
114
$34K 0.01%
312
+35
115
$31K 0.01%
289
-100
116
$30K 0.01%
402
117
$29K 0.01%
50
118
$29K 0.01%
522
-222
119
$28K 0.01%
350
120
$28K 0.01%
94
+54
121
$28K 0.01%
+1,010
122
$28K 0.01%
1,200
-56
123
$28K 0.01%
205
124
$25K 0.01%
181
+101
125
$25K 0.01%
250
3 4
5
6 7