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
526
$25.6K 0.01%
+771
527
$25.4K 0.01%
+146
528
$25.4K 0.01%
+307
529
$25.4K 0.01%
+901
530
$25.3K 0.01%
+2,807
531
$25.3K 0.01%
+13
532
$25K 0.01%
+1,343
533
$24.9K 0.01%
+200
534
$24.9K 0.01%
+191
535
$24.9K 0.01%
+538
536
$24.8K 0.01%
+383
537
$24.8K 0.01%
+84
538
$24.7K 0.01%
+55
539
$24.7K 0.01%
+226
540
$24.7K 0.01%
+541
541
$24.7K 0.01%
+154
542
$24.7K 0.01%
+414
543
$24.6K 0.01%
+76
544
$24.6K 0.01%
+1,046
545
$24.6K 0.01%
+5,000
546
$24.5K 0.01%
+634
547
$24.4K 0.01%
+873
548
$24.4K 0.01%
+175
549
$24.3K 0.01%
+4,052
550
$24.3K 0.01%
+2,000