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
151
$16K 0.01%
+250
152
$16K 0.01%
108
153
$16K 0.01%
434
+106
154
$15K 0.01%
112
-5
155
$15K 0.01%
195
156
$14K 0.01%
77
157
$13K 0.01%
205
158
$13K 0.01%
95
159
$13K 0.01%
50
160
$13K 0.01%
500
161
$12K ﹤0.01%
80
+4
162
$12K ﹤0.01%
50
163
$12K ﹤0.01%
175
-100
164
$12K ﹤0.01%
509
165
$11K ﹤0.01%
62
166
$11K ﹤0.01%
414
167
$11K ﹤0.01%
+252
168
$11K ﹤0.01%
70
169
$11K ﹤0.01%
210
170
$10K ﹤0.01%
78
171
$10K ﹤0.01%
132
-33
172
$10K ﹤0.01%
969
173
$10K ﹤0.01%
281
174
$10K ﹤0.01%
1,500
175
$9K ﹤0.01%
456
5 6
7
8 9