CPFP
Clear Perspectives Financial Planning Portfolio holdings
AUM
$178M
This Quarter Return
-5.36%
1 Year Return
-0.28%
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$204M
AUM Growth
+$204M
(-20%)
Cap. Flow
-$41.8M
Cap. Flow
% of AUM
-20.5%
Top 10 Holdings %
Top 10 Hldgs %
69.59%
Holding
243
New
33
Increased
35
Reduced
49
Closed
35
Top Buys
Top Sells
Sector Composition
| 1 | Consumer Staples | 7.42% |
| 2 | Healthcare | 0.57% |
| 3 | Industrials | 0.2% |
| 4 | Financials | 0.2% |
| 5 | Consumer Discretionary | 0.18% |
