CPFP

Clear Perspectives Financial Planning Portfolio holdings

AUM $178M
1-Year Est. Return 0.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-0.27%
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
+$8.53M
2
+$4.27M
3
+$3.55M
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
+$5.18M
2
+$877K
3
+$601K
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$568K
5
VUG icon
Vanguard Growth ETF
VUG
+$380K

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%
71
+1
202
$3K ﹤0.01%
164
203
$3K ﹤0.01%
46
204
$3K ﹤0.01%
15
205
$3K ﹤0.01%
121
+1
206
$3K ﹤0.01%
26
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%
+5
212
$1K ﹤0.01%
17
213
$1K ﹤0.01%
17
214
$1K ﹤0.01%
16
215
$1K ﹤0.01%
+16
216
$1K ﹤0.01%
+65
217
$1K ﹤0.01%
20
218
$1K ﹤0.01%
4
219
$1K ﹤0.01%
38
220
$0 ﹤0.01%
1
221
$0 ﹤0.01%
195
222
$0 ﹤0.01%
2
223
$0 ﹤0.01%
1
224
– –
-33
225
– –
-32
6 7 8
9
10