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
201
$1K ﹤0.01%
65
202
$1K ﹤0.01%
12
-169
203
$1K ﹤0.01%
22
-24
204
$1K ﹤0.01%
5
205
$1K ﹤0.01%
17
206
$1K ﹤0.01%
30
207
$1K ﹤0.01%
24
-255
208
– –
-103
209
– –
-29,856
210
– –
-115,432
211
– –
-400
212
– –
-997
213
– –
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214
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-414
215
– –
-300
216
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-4
217
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-16
218
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-1,500
219
– –
-4,700
220
– –
-402
221
– –
-780
222
– –
-3,916
223
– –
-6,445
224
– –
-1,324
225
– –
-300
6 7 8
9
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