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
176
$1K ﹤0.01%
+38
177
$0 ﹤0.01%
+1
178
$0 ﹤0.01%
+1
179
$0 ﹤0.01%
+2
180
$0 ﹤0.01%
+1
181
$0 ﹤0.01%
+3
182
$0 ﹤0.01%
+3
183
$0 ﹤0.01%
+195