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
$275M
AUM Growth
-$38.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Sells

1 +$15.1M
2 +$3.89M
3 +$2.82M
4
PH icon
Parker-Hannifin
PH
+$2.27M
5
RPM icon
RPM International
RPM
+$2.19M

Sector Composition

1 Technology 10.03%
2 Healthcare 9.66%
3 Industrials 7.34%
4 Financials 6.73%
5 Communication Services 4.03%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-8,927