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
76
$62K 0.04%
+454
77
$62K 0.04%
+1,500
78
$61K 0.04%
+633
79
$61K 0.04%
+385
80
$61K 0.04%
+781
81
$60K 0.04%
+1,345
82
$54K 0.03%
+150
83
$53K 0.03%
+600
84
$50K 0.03%
+685
85
$45K 0.03%
+300
86
$44K 0.03%
+500
87
$44K 0.03%
+414
88
$43K 0.03%
+336
89
$41K 0.03%
+435
90
$41K 0.03%
+376
91
$39K 0.02%
+848
92
$39K 0.02%
+710
93
$39K 0.02%
+165
94
$39K 0.02%
+712
95
$38K 0.02%
+17
96
$38K 0.02%
+1,385
97
$37K 0.02%
+700
98
$37K 0.02%
+329
99
$34K 0.02%
+1,022
100
$31K 0.02%
+350
2 3
4
5 6