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
76
$89K 0.04%
3,466
+2,966
77
$88K 0.04%
1,752
-350
78
$85K 0.04%
641
-1,826
79
$85K 0.04%
3,256
80
$83K 0.04%
600
+150
81
$80K 0.04%
985
82
$78K 0.04%
+1,374
83
$76K 0.04%
655
84
$73K 0.04%
600
85
$72K 0.03%
310
86
$71K 0.03%
1,345
87
$68K 0.03%
2,400
-201,260
88
$67K 0.03%
385
89
$65K 0.03%
628
90
$65K 0.03%
600
+350
91
$63K 0.03%
500
92
$60K 0.03%
1,070
+700
93
$58K 0.03%
745
-36
94
$55K 0.03%
150
95
$54K 0.03%
1,415
+700
96
$52K 0.03%
300
97
$50K 0.02%
336
98
$49K 0.02%
300
99
$46K 0.02%
414
100
$45K 0.02%
848
2 3
4
5 6