CPA

Capital Performance Advisors Portfolio holdings

AUM $937M
1-Year Est. Return 19.93%
This Quarter Est. Return
1 Year Est. Return
+19.93%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$329M
AUM Growth
+$65.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,899
New
Increased
Reduced
Closed

Top Buys

1 +$788K
2 +$681K
3 +$614K
4
MSFT icon
Microsoft
MSFT
+$572K
5
AVGO icon
Broadcom
AVGO
+$463K

Sector Composition

1 Technology 10.08%
2 Financials 4.66%
3 Consumer Discretionary 2.92%
4 Healthcare 2.04%
5 Industrials 1.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
376
$44.4K 0.01%
+3,953
377
$44.3K 0.01%
+961
378
$44K 0.01%
+547
379
$44K 0.01%
+247
380
$44K 0.01%
+266
381
$43.6K 0.01%
+503
382
$43.6K 0.01%
+353
383
$43.6K 0.01%
+219
384
$43.4K 0.01%
+782
385
$43.4K 0.01%
+603
386
$43.4K 0.01%
+214
387
$43.3K 0.01%
+91
388
$43.3K 0.01%
+1,959
389
$43.1K 0.01%
+753
390
$43.1K 0.01%
+195
391
$42.9K 0.01%
+2,796
392
$42.6K 0.01%
+847
393
$42.5K 0.01%
+888
394
$42.5K 0.01%
+777
395
$42.4K 0.01%
+1,856
396
$42.3K 0.01%
+326
397
$42.1K 0.01%
+241
398
$41.7K 0.01%
+350
399
$41.6K 0.01%
+470
400
$41.6K 0.01%
+166