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
151
$13K ﹤0.01%
+100
152
$13K ﹤0.01%
70
153
$12K ﹤0.01%
95
154
$12K ﹤0.01%
500
155
$11K ﹤0.01%
50
156
$11K ﹤0.01%
51
+50
157
$10K ﹤0.01%
131
-1
158
$10K ﹤0.01%
62
159
$10K ﹤0.01%
281
160
$10K ﹤0.01%
414
161
$10K ﹤0.01%
280
162
$10K ﹤0.01%
210
163
$9K ﹤0.01%
969
164
$9K ﹤0.01%
142
165
$9K ﹤0.01%
+154
166
$9K ﹤0.01%
+103
167
$9K ﹤0.01%
78
168
$9K ﹤0.01%
+100
169
$9K ﹤0.01%
105
170
$8K ﹤0.01%
100
171
$8K ﹤0.01%
456
172
$8K ﹤0.01%
1,500
173
$8K ﹤0.01%
98
-525
174
$7K ﹤0.01%
326
175
$7K ﹤0.01%
500
5 6
7
8 9