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
51
$314K 0.15%
6,104
+5,833
52
$300K 0.14%
4,118
53
$287K 0.14%
1,436
54
$283K 0.14%
2,800
55
$266K 0.13%
1,074
56
$252K 0.12%
4,143
57
$247K 0.12%
+6,538
58
$219K 0.11%
2,774
+836
59
$212K 0.1%
2,483
60
$211K 0.1%
+10,500
61
$202K 0.1%
11,165
+6,040
62
$173K 0.08%
3,828
+1,603
63
$170K 0.08%
3,764
-250
64
$166K 0.08%
614
65
$157K 0.08%
800
+100
66
$150K 0.07%
1,745
67
$140K 0.07%
850
68
$133K 0.06%
1,525
-549
69
$130K 0.06%
1,265
+915
70
$120K 0.06%
700
71
$119K 0.06%
2,442
72
$105K 0.05%
708
73
$101K 0.05%
1,231
74
$99K 0.05%
+942
75
$95K 0.05%
1,500
1 2
3
4 5