CPFP

Clear Perspectives Financial Planning Portfolio holdings

AUM $178M
1-Year Est. Return 0.27%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
-0.27%
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
+$6.52M
3
+$6.28M
4
STIP icon
iShares 0-5 Year TIPS Bond ETF
STIP
+$6.15M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$2.79M

Top Sells

1
+$5.71M
2
+$2.24M
3
+$1.6M
4
VIG icon
Vanguard Dividend Appreciation ETF
VIG
+$1.17M
5
SCHP icon
Schwab US TIPS ETF
SCHP
+$794K

Sector Composition

1 Consumer Staples 6.24%
2 Healthcare 0.43%
3 Industrials 0.24%
4 Communication Services 0.2%
5 Technology 0.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$0 ﹤0.01%
3
202
– –
-400
203
– –
-125
204
$0 ﹤0.01%
195
205
$0 ﹤0.01%
1
206
– –
-4,700
207
– –
-100
208
– –
-1,375
209
$0 ﹤0.01%
1
210
– –
-9,300
211
– –
-568
5 6 7 8
9