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
176
$9K ﹤0.01%
500
177
$9K ﹤0.01%
326
178
$8K ﹤0.01%
125
179
$8K ﹤0.01%
88
180
$8K ﹤0.01%
+70
181
$8K ﹤0.01%
142
182
$8K ﹤0.01%
+532
183
$8K ﹤0.01%
100
184
$7K ﹤0.01%
+100
185
$7K ﹤0.01%
62
186
$7K ﹤0.01%
88
187
$6K ﹤0.01%
72
188
$6K ﹤0.01%
157
189
$6K ﹤0.01%
+133
190
$6K ﹤0.01%
105
191
$5K ﹤0.01%
69
-2
192
$5K ﹤0.01%
75
193
$5K ﹤0.01%
109
194
$4K ﹤0.01%
20
195
$4K ﹤0.01%
100
196
$4K ﹤0.01%
19
197
$4K ﹤0.01%
200
198
$4K ﹤0.01%
61
+1
199
$4K ﹤0.01%
50
200
$3K ﹤0.01%
15
6 7
8
9 10