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
476
$31.3K 0.01%
+527
477
$31K 0.01%
+691
478
$30.9K 0.01%
+251
479
$30.7K 0.01%
+59
480
$30.7K 0.01%
+216
481
$30.6K 0.01%
+219
482
$30.4K 0.01%
+576
483
$30.1K 0.01%
+359
484
$29.8K 0.01%
+176
485
$29.6K 0.01%
+423
486
$29.6K 0.01%
+1,000
487
$29.5K 0.01%
+1,251
488
$29.4K 0.01%
+262
489
$29.3K 0.01%
+500
490
$29.2K 0.01%
+182
491
$29.2K 0.01%
+76
492
$29.1K 0.01%
+218
493
$29.1K 0.01%
+752
494
$29K 0.01%
+247
495
$28.9K 0.01%
+319
496
$28.7K 0.01%
+511
497
$28.6K 0.01%
+913
498
$28.5K 0.01%
+158
499
$28.4K 0.01%
+1,959
500
$28.2K 0.01%
+122