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
$257M
AUM Growth
-$7.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$27.7M
2
+$11.7M
3
+$6.02M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$5.93M
5
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$3.63M

Top Sells

1
+$13.2M
2
+$4.95M
3
+$4.05M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$3.5M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.43M

Sector Composition

1 Consumer Staples 6.41%
2 Healthcare 0.36%
3 Technology 0.2%
4 Industrials 0.19%
5 Financials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$32K 0.01%
480
102
$32K 0.01%
414
103
$31K 0.01%
323
-275
104
$30K 0.01%
17
105
$29K 0.01%
360
-1,340
106
$29K 0.01%
1,022
107
$28K 0.01%
+1,318
108
$27K 0.01%
57
109
$27K 0.01%
118
110
$26K 0.01%
80
111
$26K 0.01%
367
+167
112
$26K 0.01%
205
113
$26K 0.01%
117
114
$25K 0.01%
540
115
$24K 0.01%
289
116
$24K 0.01%
211
+36
117
$24K 0.01%
97
-41
118
$24K 0.01%
522
119
$23K 0.01%
1,200
120
$22K 0.01%
90
121
$22K 0.01%
+250
122
$21K 0.01%
505
-300
123
$20K 0.01%
471
-874
124
$20K 0.01%
245
125
$20K 0.01%
200
-50
3 4
5
6 7