CPA

Capital Performance Advisors Portfolio holdings

AUM $510M
1-Year Est. Return 16.72%
This Quarter Est. Return
1 Year Est. Return
+16.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$174M
AUM Growth
+$19.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Sector Composition

1 Technology 5.84%
2 Financials 2.66%
3 Consumer Discretionary 0.67%
4 Communication Services 0.41%
5 Healthcare 0.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$6.09K ﹤0.01%
500
52
-2,600
53
-919
54
-10,434