Clear Perspective Advisors’s Motley Fool 100 Index ETF TMFC Stock Holding History

Clear Perspective Advisors’s Portfolio TMFC Stock Details TMFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q4	$14.1M	Buy	319,773 +13,289	+4%	+$570K	4.29%	5
2021 Q3	$12.2M	Buy	306,484 +75,944	+33%	+$3.13M	4.18%	5
2021 Q2	$9.13M	Buy	230,540 +30,341	+15%	+$1.14M	3.17%	6
2021 Q1	$7.13M	Buy	200,199 +19,541	+11%	+$698K	2.79%	8
2020 Q4	$6.38M	Buy	180,658 +76,205	+73%	+$2.54M	2.61%	8
2020 Q3	$1.01K	Buy	104,453 +65,598	+169%	+$2.03M	0.47%	41
2020 Q2	$1.09M	Buy	+38,855	New	+$1,000K	0.59%	29

Other funds holding TMFC

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

CAGAS

Capital Advisory Group Advisory Services Bloomington, Minnesota $2.25M AUM 16.72% 1-Year Est. Return

Portfolio Strategies Monsey, New York $811M AUM 28.91% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

AAS

Ameritas Advisory Services Lincoln, Nebraska $2.58B AUM 18.84% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

WAM

Walker Asset Management Verona, Missouri $198M AUM 27.67% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Clear Perspective Advisors's TMFC Position: Q4 2021 in Review

Clear Perspective Advisors increased its Motley Fool 100 Index ETF (TMFC) stake by 4.3% in Q4 2021, buying an estimated $570K and bringing the position to 319,773 shares worth $14.1M. The position accounts for 4.29% of the portfolio, ranked #5.

Clear Perspective Advisors first reported a position in TMFC in Q2 2020 and has held it in 7 quarters since. 67 funds tracked by Wall St. Rank hold TMFC as of Q4 2021.

Clear Perspective Advisors held 319,773 shares of Motley Fool 100 Index ETF worth $14.1M as of Q4 2021.
Clear Perspective Advisors bought 13,289 Motley Fool 100 Index ETF shares in Q4 2021, an estimated $570K.
Motley Fool 100 Index ETF made up 4.29% of Clear Perspective Advisors's portfolio in Q4 2021, its #5 holding.
Clear Perspective Advisors first reported a position in Motley Fool 100 Index ETF in Q2 2020 and has held it in 7 quarters since.
67 funds tracked by Wall St. Rank held Motley Fool 100 Index ETF as of Q4 2021.

Based on Clear Perspective Advisors's 13F filing for Q4 2021, filed 17 Feb 2022.