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
126
$20K 0.01%
389
-257,187
127
$20K 0.01%
100
-50
128
$20K 0.01%
743
129
$19K 0.01%
1,000
-1,000
130
$19K 0.01%
+110
131
$19K 0.01%
235
-200
132
$19K 0.01%
250
-150
133
$18K 0.01%
376
-16
134
$18K 0.01%
125
135
$17K 0.01%
315
136
$16K 0.01%
441
+17
137
$15K 0.01%
136
138
$14K 0.01%
102
-10
139
$14K 0.01%
50
140
$14K 0.01%
100
141
$13K 0.01%
205
142
$13K 0.01%
95
143
$13K 0.01%
100
144
$12K ﹤0.01%
70
145
$12K ﹤0.01%
+37
146
$12K ﹤0.01%
108
147
$11K ﹤0.01%
+450
148
$11K ﹤0.01%
67
+16
149
$11K ﹤0.01%
50
150
$11K ﹤0.01%
500
4 5
6
7 8