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
$382M
AUM Growth
+$38.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
157
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$2.09M
3
+$1.93M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$1.44M
5
TXN icon
Texas Instruments
TXN
+$1.4M

Top Sells

1
+$2.35M
2
+$1.89M
3
+$400K
4
AAPL icon
Apple
AAPL
+$365K
5
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$273K

Sector Composition

1 Technology 11.24%
2 Healthcare 8.56%
3 Industrials 6.82%
4 Financials 5.49%
5 Communication Services 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
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