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
126
$29K 0.01%
377
-8
127
$28K 0.01%
50
128
$28K 0.01%
175
129
$28K 0.01%
205
130
$28K 0.01%
743
131
$26K 0.01%
57
132
$26K 0.01%
540
133
$26K 0.01%
714
+459
134
$25K 0.01%
250
135
$25K 0.01%
1,324
136
$24K 0.01%
298
+200
137
$23K 0.01%
+272
138
$22K 0.01%
136
139
$22K 0.01%
80
140
$21K 0.01%
181
+128
141
$21K 0.01%
+125
142
$20K 0.01%
90
143
$20K 0.01%
392
+16
144
$19K 0.01%
245
145
$19K 0.01%
315
146
$19K 0.01%
690
-870
147
$18K 0.01%
322
-1,635
148
$17K 0.01%
+125
149
$17K 0.01%
40
150
$17K 0.01%
280
4 5
6
7 8