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
126
$25K 0.01%
540
127
$25K 0.01%
376
128
$25K 0.01%
743
129
$23K 0.01%
136
130
$23K 0.01%
200
131
$22K 0.01%
90
132
$22K 0.01%
+280
133
$21K 0.01%
+350
134
$21K 0.01%
+350
135
$20K 0.01%
50
136
$19K 0.01%
82
137
$18K 0.01%
+700
138
$18K 0.01%
245
139
$18K 0.01%
80
140
$18K 0.01%
108
141
$18K 0.01%
400
142
$17K 0.01%
+350
143
$17K 0.01%
72
144
$17K 0.01%
+126
145
$17K 0.01%
195
146
$16K 0.01%
117
147
$16K 0.01%
+220
148
$16K 0.01%
509
149
$15K 0.01%
280
150
$14K 0.01%
+500
4 5
6
7 8