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
151
$9K 0.01%
255
152
$9K 0.01%
62
153
$9K 0.01%
205
154
$9K 0.01%
98
155
$8K ﹤0.01%
456
156
$8K ﹤0.01%
969
157
$8K ﹤0.01%
125
158
$7K ﹤0.01%
+568
159
$7K ﹤0.01%
78
160
$7K ﹤0.01%
62
161
$7K ﹤0.01%
100
162
$6K ﹤0.01%
100
163
$5K ﹤0.01%
142
164
$5K ﹤0.01%
157
165
$5K ﹤0.01%
75
166
$4K ﹤0.01%
33
167
$4K ﹤0.01%
15
168
$4K ﹤0.01%
19
169
$3K ﹤0.01%
104
170
$3K ﹤0.01%
26
171
$3K ﹤0.01%
164
172
$3K ﹤0.01%
20
173
$2K ﹤0.01%
19
174
$1K ﹤0.01%
17
175
$1K ﹤0.01%
16
4 5 6
7
8