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
126
$22K 0.01%
509
127
$20K 0.01%
136
128
$19K 0.01%
245
129
$18K 0.01%
50
130
$18K 0.01%
82
131
$18K 0.01%
195
+95
132
$17K 0.01%
125
133
$17K 0.01%
108
134
$16K 0.01%
400
135
$15K 0.01%
117
136
$15K 0.01%
80
137
$15K 0.01%
280
138
$13K 0.01%
77
139
$13K 0.01%
500
140
$13K 0.01%
271
141
$12K 0.01%
326
142
$12K 0.01%
328
143
$12K 0.01%
210
144
$11K 0.01%
95
145
$11K 0.01%
315
146
$11K 0.01%
70
147
$11K 0.01%
165
-4,575
148
$10K 0.01%
281
149
$10K 0.01%
100
150
$10K 0.01%
+400
4 5
6
7 8