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
126
$25K 0.01%
250
-50
127
$25K 0.01%
205
128
$24K 0.01%
540
129
$23K 0.01%
136
130
$22K 0.01%
50
131
$22K 0.01%
57
132
$22K 0.01%
376
133
$19K 0.01%
90
134
$19K 0.01%
275
-278
135
$18K 0.01%
80
136
$18K 0.01%
245
137
$17K 0.01%
280
138
$16K 0.01%
117
139
$16K 0.01%
108
140
$16K 0.01%
195
141
$15K 0.01%
+151
142
$14K 0.01%
315
143
$14K 0.01%
+50
144
$13K 0.01%
76
+68
145
$13K 0.01%
77
146
$13K 0.01%
+40
147
$13K 0.01%
509
148
$12K 0.01%
95
149
$12K 0.01%
500
-900
150
$12K 0.01%
328
4 5
6
7 8