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
$207M
AUM Growth
+$34.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
216
New
Increased
Reduced
Closed

Top Buys

1
+$9.66M
2
+$6.53M
3
+$6.26M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$6.16M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.82M

Top Sells

1
+$5.7M
2
+$2.35M
3
+$1.6M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.18M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$800K

Sector Composition

1 Consumer Staples 6.24%
2 Healthcare 0.43%
3 Industrials 0.24%
4 Technology 0.19%
5 Communication Services 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.77M 0.85%
13,545
-5,438
27
$1.7M 0.82%
6,259
-107
28
$1.37M 0.66%
53,362
+6,662
29
$1.34M 0.65%
5,677
-125
30
$1.31M 0.63%
12,624
+674
31
$1.19M 0.57%
65,056
-23,640
32
$1.17M 0.56%
19,034
-873
33
$1.15M 0.56%
5,862
34
$1.06M 0.51%
12,810
+1,156
35
$854K 0.41%
5,386
+4,851
36
$795K 0.38%
7,408
-653
37
$719K 0.35%
11,208
+1,044
38
$642K 0.31%
12,389
+1,051
39
$603K 0.29%
5,751
+2,895
40
$470K 0.23%
6,466
-650
41
$466K 0.23%
3,315
42
$458K 0.22%
17,916
+2,472
43
$430K 0.21%
1,908
+104
44
$424K 0.2%
13,096
-1,819
45
$416K 0.2%
2,615
-30
46
$397K 0.19%
5,623
-1,463
47
$359K 0.17%
1,403
48
$343K 0.17%
1,182
+41
49
$326K 0.16%
10,655
50
$314K 0.15%
1,322
1
2
3 4 5