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
126
$18K 0.01%
+82
127
$17K 0.01%
+500
128
$16K 0.01%
+108
129
$15K 0.01%
+280
130
$15K 0.01%
+400
131
$15K 0.01%
+509
132
$14K 0.01%
+117
133
$14K 0.01%
+80
134
$13K 0.01%
+210
135
$13K 0.01%
+271
136
$12K 0.01%
+315
137
$12K 0.01%
+328
138
$11K 0.01%
+116
139
$11K 0.01%
+500
140
$10K 0.01%
+326
141
$10K 0.01%
+77
142
$10K 0.01%
+95
143
$10K 0.01%
+100
144
$10K 0.01%
+70
145
$9K 0.01%
+281
146
$9K 0.01%
+100
147
$9K 0.01%
+98
148
$9K 0.01%
+255
149
$8K 0.01%
+456
150
$8K 0.01%
+205
4 5
6
7 8