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
1
$14.2M 9.03%
+102,365
2
$12.6M 7.96%
+88,997
3
$11.9M 7.53%
+46,922
4
$11.3M 7.14%
+135,874
5
$9.93M 6.29%
+319,918
6
$9.07M 5.75%
+311,756
7
$7.75M 4.91%
+111,648
8
$6.17M 3.91%
+120,681
9
$6.16M 3.9%
+48,317
10
$5.06M 3.2%
+24,814
11
$4.71M 2.99%
+26,809
12
$4.51M 2.86%
+14,367
13
$4.24M 2.69%
+128,215
14
$4.12M 2.61%
+65,548
15
$3.71M 2.35%
+27,925
16
$3.1M 1.97%
+14,647
17
$2.81M 1.78%
+22,053
18
$2.8M 1.77%
+8,150
19
$2.74M 1.74%
+7,327
20
$2.48M 1.57%
+6,617
21
$2.02M 1.28%
+12,298
22
$1.78M 1.13%
+9,173
23
$1.72M 1.09%
+67,080
24
$1.59M 1.01%
+6,576
25
$1.57M 1%
+19,084
1
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