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
$682M
AUM Growth
+$34M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
144
New
Increased
Reduced
Closed

Top Buys

1 +$21.4M
2 +$19.8M
3 +$19.4M
4
AVUV icon
Avantis US Small Cap Value ETF
AVUV
+$7.93M
5
GEV icon
GE Vernova
GEV
+$1.5M

Sector Composition

1 Technology 13.42%
2 Financials 6.73%
3 Industrials 5.57%
4 Communication Services 3.99%
5 Consumer Discretionary 3.52%