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
$158M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
187
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$12.6M
3
+$11.9M
4
BSV icon
Vanguard Short-Term Bond ETF
BSV
+$11.3M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$9.93M

Top Sells

No sells this quarter

Sector Composition

1 Consumer Staples 9.16%
2 Healthcare 0.56%
3 Industrials 0.26%
4 Consumer Discretionary 0.22%
5 Financials 0.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.48M 0.94%
+92,176
27
$1.32M 0.84%
+21,397
28
$1.25M 0.79%
+5,902
29
$1.01M 0.64%
+5,862
30
$873K 0.55%
+9,428
31
$863K 0.55%
+41,275
32
$862K 0.55%
+8,542
33
$834K 0.53%
+11,654
34
$518K 0.33%
+8,116
35
$508K 0.32%
+8,569
36
$474K 0.3%
+7,391
37
$389K 0.25%
+3,266
38
$365K 0.23%
+2,645
39
$365K 0.23%
+1,873
40
$353K 0.22%
+11,505
41
$333K 0.21%
+1,736
42
$333K 0.21%
+1,549
43
$324K 0.21%
+1,451
44
$322K 0.2%
+2,769
45
$320K 0.2%
+4,740
46
$281K 0.18%
+3,100
47
$268K 0.17%
+1,199
48
$261K 0.17%
+2,853
49
$248K 0.16%
+1,201
50
$247K 0.16%
+4,118
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