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
$470M
AUM Growth
+$49.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
129
New
Increased
Reduced
Closed

Top Sells

1 +$21.6M
2 +$14.4M
3 +$10.6M
4
IJR icon
iShares Core S&P Small-Cap ETF
IJR
+$3.59M
5
KIE icon
SPDR S&P Insurance ETF
KIE
+$1.31M

Sector Composition

1 Technology 11.05%
2 Healthcare 7.86%
3 Financials 5.68%
4 Industrials 5.55%
5 Consumer Discretionary 3.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
-3,665
127
-2,685
128
-5,533
129
-24,298