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
176
$6K ﹤0.01%
142
177
$6K ﹤0.01%
157
178
$5K ﹤0.01%
100
179
$5K ﹤0.01%
75
180
$5K ﹤0.01%
+109
181
$4K ﹤0.01%
19
182
$4K ﹤0.01%
+71
183
$4K ﹤0.01%
+60
184
$4K ﹤0.01%
+50
185
$4K ﹤0.01%
20
186
$3K ﹤0.01%
46
187
$3K ﹤0.01%
104
188
$3K ﹤0.01%
15
189
$3K ﹤0.01%
+120
190
$3K ﹤0.01%
26
191
$3K ﹤0.01%
+40
192
$3K ﹤0.01%
164
193
$3K ﹤0.01%
+100
194
$3K ﹤0.01%
+200
195
$2K ﹤0.01%
74
196
$2K ﹤0.01%
26
197
$2K ﹤0.01%
19
198
$2K ﹤0.01%
33
-1,341
199
$2K ﹤0.01%
32
200
$2K ﹤0.01%
+70
6 7
8
9 10