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
$257M
AUM Growth
-$7.34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
233
New
Increased
Reduced
Closed

Top Buys

1
+$27.7M
2
+$11.7M
3
+$6.02M
4
SDY icon
State Street SPDR S&P Dividend ETF
SDY
+$5.93M
5
SPYD icon
State Street SPDR Portfolio S&P 500 High Dividend ETF
SPYD
+$3.63M

Top Sells

1
+$13.2M
2
+$4.95M
3
+$4.05M
4
SCHP icon
Schwab US TIPS ETF
SCHP
+$3.5M
5
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$3.43M

Sector Composition

1 Consumer Staples 6.41%
2 Healthcare 0.36%
3 Technology 0.2%
4 Industrials 0.19%
5 Financials 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$5K ﹤0.01%
70
177
$5K ﹤0.01%
500
178
$4K ﹤0.01%
157
179
$4K ﹤0.01%
15
180
$4K ﹤0.01%
121
181
$4K ﹤0.01%
40
182
$4K ﹤0.01%
+126
183
$4K ﹤0.01%
36
184
$4K ﹤0.01%
160
-380
185
$4K ﹤0.01%
61
186
$4K ﹤0.01%
50
187
$4K ﹤0.01%
+150
188
$3K ﹤0.01%
26
189
$3K ﹤0.01%
100
190
$3K ﹤0.01%
164
191
$3K ﹤0.01%
19
192
$3K ﹤0.01%
200
193
$3K ﹤0.01%
25
194
$2K ﹤0.01%
72
195
$2K ﹤0.01%
49
-105
196
$2K ﹤0.01%
55
-25
197
$2K ﹤0.01%
25
198
$1K ﹤0.01%
16
199
$1K ﹤0.01%
17
200
$1K ﹤0.01%
104
6 7
8
9 10