CPA

Capital Planning Advisors Portfolio holdings

AUM $682M
1-Year Est. Return 17.54%
This Quarter Est. Return
1 Year Est. Return
+17.54%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$446M
AUM Growth
+$39.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
136
New
Increased
Reduced
Closed

Top Buys

1
+$11.3M
2
+$8.25M
3
+$2.7M
4
ARKG icon
ARK Genomic Revolution ETF
ARKG
+$2.09M
5
DKNG icon
DraftKings
DKNG
+$2.03M

Top Sells

1
+$5.84M
2
+$4.32M
3
+$1.78M
4
MSFT icon
Microsoft
MSFT
+$1.37M
5
AAPL icon
Apple
AAPL
+$1.34M

Sector Composition

1 Technology 11.73%
2 Healthcare 8.83%
3 Communication Services 6.33%
4 Industrials 6.04%
5 Consumer Discretionary 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$2.4M 0.54%
15,267
+2,245
52
$2.33M 0.52%
31,194
+7,683
53
$2.26M 0.51%
8,650
-1,543
54
$2.24M 0.5%
17,584
+2,924
55
$2.2M 0.49%
6,885
-1,208
56
$2.19M 0.49%
18,005
+1,868
57
$2.11M 0.47%
19,336
+8,042
58
$2.04M 0.46%
9,610
-980
59
$1.98M 0.44%
8,624
+2,531
60
$1.93M 0.43%
5
61
$1.86M 0.42%
13,263
+2,710
62
$1.85M 0.41%
26,304
-4,675
63
$1.81M 0.41%
32,156
-8,803
64
$1.72M 0.39%
8,499
+590
65
$1.62M 0.36%
7,986
+4,457
66
$1.61M 0.36%
3,375
-70
67
$1.6M 0.36%
12,069
+4,387
68
$1.58M 0.35%
118,480
+53,160
69
$1.58M 0.35%
7,898
+3,556
70
$1.5M 0.34%
2,880
-663
71
$1.48M 0.33%
17,711
+7,853
72
$1.39M 0.31%
4,663
+2,088
73
$1.34M 0.3%
4,264
74
$1.31M 0.29%
2,117
+1,150
75
$1.26M 0.28%
3,401
+1,206
1 2
3
4 5