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
151
$7K ﹤0.01%
+969
152
$7K ﹤0.01%
+78
153
$7K ﹤0.01%
+100
154
$7K ﹤0.01%
+125
155
$6K ﹤0.01%
+62
156
$5K ﹤0.01%
+157
157
$5K ﹤0.01%
+142
158
$5K ﹤0.01%
+35
159
$5K ﹤0.01%
+62
160
$5K ﹤0.01%
+75
161
$4K ﹤0.01%
+19
162
$4K ﹤0.01%
+33
163
$4K ﹤0.01%
+100
164
$4K ﹤0.01%
+164
165
$3K ﹤0.01%
+15
166
$3K ﹤0.01%
+20
167
$2K ﹤0.01%
+23
168
$2K ﹤0.01%
+104
169
$2K ﹤0.01%
+26
170
$2K ﹤0.01%
+19
171
$1K ﹤0.01%
+17
172
$1K ﹤0.01%
+16
173
$1K ﹤0.01%
+8
174
$1K ﹤0.01%
+11
175
$1K ﹤0.01%
+4
4 5 6
7
8