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
101
$44K 0.02%
400
102
$43K 0.02%
435
103
$43K 0.02%
376
104
$42K 0.02%
668
-42
105
$41K 0.02%
329
106
$39K 0.02%
712
107
$38K 0.02%
+700
108
$37K 0.02%
17
109
$37K 0.02%
+1,400
110
$37K 0.02%
553
-40
111
$37K 0.02%
1,022
112
$36K 0.02%
945
113
$36K 0.02%
820
114
$36K 0.02%
670
+45
115
$35K 0.02%
1,615
+291
116
$34K 0.02%
128
117
$32K 0.02%
400
118
$31K 0.02%
135
-30
119
$30K 0.01%
300
120
$29K 0.01%
385
-200
121
$28K 0.01%
204
122
$27K 0.01%
243
+43
123
$27K 0.01%
175
124
$27K 0.01%
205
125
$25K 0.01%
57
3 4
5
6 7