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
$264M
AUM Growth
+$16.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
253
New
Increased
Reduced
Closed

Top Buys

1
+$28.6M
2
+$20.5M
3
+$16.9M
4
PDBC icon
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
+$8.1M
5
VTV icon
Vanguard Value ETF
VTV
+$4.22M

Top Sells

1
+$13.9M
2
+$8.67M
3
+$7.1M
4
VTIP icon
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
+$5.34M
5
VGK icon
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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$7K ﹤0.01%
58
+39
177
$6K ﹤0.01%
100
178
$6K ﹤0.01%
62
179
$6K ﹤0.01%
88
180
$5K ﹤0.01%
72
181
$5K ﹤0.01%
50
182
$5K ﹤0.01%
109
183
$5K ﹤0.01%
70
+1
184
$5K ﹤0.01%
157
185
$4K ﹤0.01%
15
186
$4K ﹤0.01%
121
187
$4K ﹤0.01%
40
188
$4K ﹤0.01%
164
189
$4K ﹤0.01%
19
190
$4K ﹤0.01%
36
-2,780
191
$4K ﹤0.01%
61
192
$4K ﹤0.01%
75
193
$3K ﹤0.01%
80
194
$3K ﹤0.01%
26
195
$3K ﹤0.01%
71
196
$3K ﹤0.01%
100
197
$3K ﹤0.01%
46
198
$3K ﹤0.01%
200
199
$3K ﹤0.01%
25
-766
200
$2K ﹤0.01%
104
6 7
8
9 10