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
151
$13K 0.01%
77
152
$13K 0.01%
+1,500
153
$12K 0.01%
95
154
$12K 0.01%
315
155
$12K 0.01%
328
156
$12K 0.01%
210
157
$12K 0.01%
+153
158
$12K 0.01%
165
159
$11K 0.01%
281
160
$11K 0.01%
400
-1,300
161
$11K 0.01%
326
162
$10K ﹤0.01%
205
163
$10K ﹤0.01%
62
164
$10K ﹤0.01%
70
165
$9K ﹤0.01%
456
166
$9K ﹤0.01%
969
167
$9K ﹤0.01%
+182
168
$9K ﹤0.01%
98
169
$9K ﹤0.01%
255
170
$8K ﹤0.01%
78
171
$8K ﹤0.01%
62
172
$8K ﹤0.01%
125
173
$7K ﹤0.01%
100
174
$6K ﹤0.01%
53
+20
175
$6K ﹤0.01%
100
5 6
7
8 9