CPFP
Clear Perspectives Financial Planning Portfolio holdings
AUM
$178M
This Quarter Return
-1.04%
1 Year Return
-0.28%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$264M
AUM Growth
+$264M
(+6.7%)
Cap. Flow
+$25.5M
Cap. Flow
% of AUM
9.66%
Top 10 Holdings %
Top 10 Hldgs %
67.12%
Holding
253
New
18
Increased
25
Reduced
56
Closed
41
Top Buys
Top Sells
| 1 |
Schwab US TIPS ETF
SCHP
|
$13.9M |
| 2 |
SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
|
$8.67M |
| 3 |
Vanguard Growth ETF
VUG
|
$7.1M |
| 4 |
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
|
$5.34M |
| 5 |
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% |
