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
176
$6K ﹤0.01%
142
177
$6K ﹤0.01%
157
178
$5K ﹤0.01%
75
179
$4K ﹤0.01%
15
180
$4K ﹤0.01%
19
181
$4K ﹤0.01%
20
182
$3K ﹤0.01%
104
183
$3K ﹤0.01%
26
184
$3K ﹤0.01%
164
185
$3K ﹤0.01%
+46
186
$2K ﹤0.01%
+74
187
$2K ﹤0.01%
+26
188
$2K ﹤0.01%
19
189
$2K ﹤0.01%
+32
190
$1K ﹤0.01%
+7
191
$1K ﹤0.01%
17
192
$1K ﹤0.01%
16
193
$1K ﹤0.01%
8
194
$1K ﹤0.01%
4
195
$1K ﹤0.01%
38
196
– –
-4,700
197
– –
-100
198
$0 ﹤0.01%
2
199
$0 ﹤0.01%
1
200
– –
0
5 6 7
8
9