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
201
$3K ﹤0.01%
121
+1
202
$3K ﹤0.01%
26
203
$3K ﹤0.01%
40
204
$3K ﹤0.01%
71
+1
205
$3K ﹤0.01%
164
206
$3K ﹤0.01%
46
207
$3K ﹤0.01%
101
+1
208
$2K ﹤0.01%
104
209
$2K ﹤0.01%
80
+6
210
$2K ﹤0.01%
19
211
$1K ﹤0.01%
16
212
$1K ﹤0.01%
+16
213
$1K ﹤0.01%
17
214
$1K ﹤0.01%
+65
215
$1K ﹤0.01%
20
216
$1K ﹤0.01%
4
217
$1K ﹤0.01%
+5
218
$1K ﹤0.01%
17
219
$1K ﹤0.01%
38
220
– –
0
221
$0 ﹤0.01%
+22
222
$0 ﹤0.01%
1
223
$0 ﹤0.01%
+6
224
– –
-125
225
$0 ﹤0.01%
4
6 7 8
9
10