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
151
$12K 0.01%
500
152
$11K 0.01%
62
153
$11K 0.01%
1,500
154
$11K 0.01%
414
+14
155
$11K 0.01%
70
156
$11K 0.01%
210
157
$11K 0.01%
165
158
$10K ﹤0.01%
72
159
$10K ﹤0.01%
281
160
$10K ﹤0.01%
205
161
$10K ﹤0.01%
+50
162
$10K ﹤0.01%
326
163
$9K ﹤0.01%
456
164
$9K ﹤0.01%
969
165
$9K ﹤0.01%
98
166
$9K ﹤0.01%
255
167
$8K ﹤0.01%
+98
168
$8K ﹤0.01%
78
169
$8K ﹤0.01%
125
170
$8K ﹤0.01%
+88
171
$7K ﹤0.01%
100
172
$6K ﹤0.01%
62
173
$6K ﹤0.01%
+88
174
$6K ﹤0.01%
105
-1,395
175
$6K ﹤0.01%
53
5 6
7
8 9