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
151
$10K ﹤0.01%
210
152
$9K ﹤0.01%
281
153
$9K ﹤0.01%
50
154
$9K ﹤0.01%
105
155
$8K ﹤0.01%
55
-345
156
$8K ﹤0.01%
62
157
$8K ﹤0.01%
142
158
$7K ﹤0.01%
456
159
$7K ﹤0.01%
969
160
$7K ﹤0.01%
100
-250
161
$7K ﹤0.01%
77
162
$7K ﹤0.01%
95
-100
163
$7K ﹤0.01%
+509
164
$7K ﹤0.01%
326
165
$7K ﹤0.01%
100
-31
166
$7K ﹤0.01%
98
167
$7K ﹤0.01%
160
-39,395
168
$7K ﹤0.01%
78
169
$7K ﹤0.01%
100
170
$6K ﹤0.01%
144
-1,920
171
$6K ﹤0.01%
+179
172
$6K ﹤0.01%
92
-235
173
$6K ﹤0.01%
100
174
$6K ﹤0.01%
62
175
$5K ﹤0.01%
280
5 6
7
8 9