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
176
$1K ﹤0.01%
8
177
$1K ﹤0.01%
4
178
$1K ﹤0.01%
38
179
$0 ﹤0.01%
3
180
– –
-2,000
181
– –
-1,549
182
$0 ﹤0.01%
195
183
– –
-23
184
– –
-500
185
$0 ﹤0.01%
1
186
– –
-135,874
187
$0 ﹤0.01%
2
188
$0 ﹤0.01%
1
189
– –
0
190
– –
-11
191
$0 ﹤0.01%
1
192
– –
-116
193
$0 ﹤0.01%
4
+1
4 5 6 7
8