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
201
$2K ﹤0.01%
25
-150
202
$1K ﹤0.01%
16
203
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16
204
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65
205
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4
206
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5
207
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17
208
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17
209
$1K ﹤0.01%
30
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210
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215
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216
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0
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9
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