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
$328M
AUM Growth
+$52.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
126
New
Increased
Reduced
Closed

Top Buys

1 +$11.8M
2 +$6.05M
3 +$5.01M
4
EMTL icon
SPDR DoubleLine Emerging Markets Fixed Income ETF
EMTL
+$835K
5
RTX icon
RTX Corp
RTX
+$757K

Top Sells

1 +$3.99M
2 +$2.8M
3 +$1.49M
4
C icon
Citigroup
C
+$942K
5
VUG icon
Vanguard Growth ETF
VUG
+$715K

Sector Composition

1 Technology 10.13%
2 Healthcare 8.91%
3 Industrials 7.37%
4 Financials 6.02%
5 Communication Services 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-6,250