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
$407M
AUM Growth
+$42M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
132
New
Increased
Reduced
Closed

Top Buys

1 +$10.6M
2 +$1.62M
3 +$902K
4
GLDM icon
SPDR Gold MiniShares Trust
GLDM
+$785K
5
DKNG icon
DraftKings
DKNG
+$761K

Top Sells

1 +$12M
2 +$1.48M
3 +$1.32M
4
INTC icon
Intel
INTC
+$1.11M
5
DOV icon
Dover
DOV
+$780K

Sector Composition

1 Technology 13.74%
2 Healthcare 9.45%
3 Communication Services 6.62%
4 Industrials 5.31%
5 Consumer Discretionary 4.86%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$201K 0.05%
+3,440
127
-3,356
128
-15,269
129
-781
130
-108,227
131
-4,761
132
-3,180