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CPFP
Clear Perspectives Financial Planning Portfolio holdings
AUM
$178M
1-Year Est. Return
0.27%
This Fund
S&P 500
This Quarter
Est. Return
+6.72%
1 Year Est. Return
-0.27%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$158M
AUM Growth
–
Cap. Flow
+$153M
Cap. Flow
% of AUM
97.04%
Top 10 Holdings %
Top 10 Hldgs %
59.63%
Holding
187
New
187
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Procter & Gamble
PG
|
+$14.3M |
| 2 |
Vanguard Dividend Appreciation ETF
VIG
|
+$12.1M |
| 3 |
Vanguard Short-Term Bond ETF
BSV
|
+$11.3M |
| 4 |
Vanguard Morningstar Growth ETF
VUG
|
+$11.2M |
| 5 |
Schwab US TIPS ETF
SCHP
|
+$9.83M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Consumer Staples | 9.16% |
| 2 | Healthcare | 0.56% |
| 3 | Industrials | 0.26% |
| 4 | Consumer Discretionary | 0.22% |
| 5 | Financials | 0.22% |
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Clear Perspectives Financial Planning's Q4 2020 Portfolio in Review
Q4 2020 is the first quarter with a 13F filing on record for Clear Perspectives Financial Planning, which disclosed 187 positions worth $158M. Its ten largest holdings account for 60% of the portfolio.
Its largest position is Procter & Gamble: 102,365 shares worth $14.2M.
By sector, the portfolio is most concentrated in Consumer Staples at 9.2% of assets, followed by Healthcare and Industrials.
- Clear Perspectives Financial Planning's largest Q4 2020 buy was Procter & Gamble: 102,365 shares worth $14.2M.
- Clear Perspectives Financial Planning's ten largest holdings make up 60% of its $158M portfolio in Q4 2020.
- Clear Perspectives Financial Planning disclosed 187 positions in Q4 2020, its first 13F filing on record.
Based on Clear Perspectives Financial Planning's 13F filing for Q4 2020, filed 1 Feb 2021.