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
$221M
AUM Growth
-$60.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
128
New
Increased
Reduced
Closed

Top Buys

1 +$1.29M
2 +$740K
3 +$662K
4
VEEV icon
Veeva Systems
VEEV
+$656K
5
UHS icon
Universal Health Services
UHS
+$641K

Top Sells

1 +$4.87M
2 +$3.88M
3 +$3.8M
4
VEU icon
Vanguard FTSE All-World ex-US ETF
VEU
+$3.38M
5
AAPL icon
Apple
AAPL
+$3.07M

Sector Composition

1 Technology 10.96%
2 Industrials 10.07%
3 Financials 8.52%
4 Healthcare 7.63%
5 Communication Services 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-33,079
127
-7,633
128
-2,350