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
51
$233K 0.15%
+4,143
52
$213K 0.14%
+796
53
$207K 0.13%
+7,606
54
$178K 0.11%
+2,483
55
$163K 0.1%
+3,777
56
$161K 0.1%
+9,300
57
$153K 0.1%
+1,755
58
$152K 0.1%
+2,000
59
$151K 0.1%
+1,745
60
$137K 0.09%
+614
61
$134K 0.08%
+850
62
$123K 0.08%
+1,688
63
$119K 0.08%
+700
64
$114K 0.07%
+700
65
$105K 0.07%
+708
66
$92K 0.06%
+2,442
67
$92K 0.06%
+2,102
68
$85K 0.05%
+1,050
69
$84K 0.05%
+4,700
70
$84K 0.05%
+2,000
71
$83K 0.05%
+1,231
72
$76K 0.05%
+1,375
73
$72K 0.05%
+3,256
74
$71K 0.05%
+985
75
$68K 0.04%
+310
1 2
3
4 5