CPFP
Clear Perspectives Financial Planning Portfolio holdings
AUM
$178M
This Quarter Return
+9.8%
1 Year Return
-0.28%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$188M
AUM Growth
+$188M
(-7.7%)
Cap. Flow
-$31.2M
Cap. Flow
% of AUM
-16.58%
Top 10 Holdings %
Top 10 Hldgs %
64.2%
Holding
267
New
58
Increased
23
Reduced
50
Closed
31
Top Buys
| 1 |
Vanguard Mega Cap Value ETF
MGV
|
$2.27M |
| 2 |
iShares Core High Dividend ETF
HDV
|
$1.77M |
| 3 |
SPDR S&P Dividend ETF
SDY
|
$856K |
| 4 |
First Trust Morningstar Dividend Leaders Index Fund
FDL
|
$743K |
| 5 |
Vanguard S&P 500 Value ETF
VOOV
|
$631K |
Top Sells
Sector Composition
| 1 | Consumer Staples | 8.87% |
| 2 | Healthcare | 0.66% |
| 3 | Industrials | 0.26% |
| 4 | Financials | 0.25% |
| 5 | Technology | 0.2% |
