CPFP
Clear Perspectives Financial Planning Portfolio holdings
AUM
$178M
This Quarter Return
+5.42%
1 Year Return
-0.28%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$247M
AUM Growth
+$26.6M
(+12%)
Cap. Flow
+$15.1M
Cap. Flow
% of AUM
6.09%
Top 10 Holdings %
Top 10 Hldgs %
65.01%
Holding
239
New
18
Increased
47
Reduced
47
Closed
4
Top Buys
Top Sells
| 1 |
Vanguard Short-Term Corporate Bond ETF
VCSH
|
$5.16M |
| 2 |
Vanguard FTSE Europe ETF
VGK
|
$884K |
| 3 |
iShares 3-7 Year Treasury Bond ETF
IEI
|
$598K |
| 4 |
Vanguard Dividend Appreciation ETF
VIG
|
$592K |
| 5 |
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% |
