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
126
$25K 0.01%
57
127
$25K 0.01%
743
128
$24K 0.01%
327
-50
129
$24K 0.01%
175
130
$24K 0.01%
1,324
131
$23K 0.01%
+200
132
$23K 0.01%
80
133
$22K 0.01%
90
134
$22K 0.01%
540
135
$21K 0.01%
245
136
$19K 0.01%
125
137
$19K 0.01%
+424
138
$18K 0.01%
136
139
$18K 0.01%
+50
140
$17K 0.01%
+100
141
$16K 0.01%
315
142
$16K 0.01%
392
143
$15K 0.01%
77
144
$15K 0.01%
112
145
$15K 0.01%
195
146
$14K 0.01%
205
147
$14K 0.01%
540
-150
148
$14K 0.01%
279
-43
149
$13K ﹤0.01%
108
150
$13K ﹤0.01%
50
4 5
6
7 8