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
$487M
AUM Growth
+$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$5.85M
2 +$2.5M
3 +$2.02M
4
ODFL icon
Old Dominion Freight Line
ODFL
+$1.99M
5
EMR icon
Emerson Electric
EMR
+$1.99M

Top Sells

1 +$6.25M
2 +$1.99M
3 +$1.5M
4
VRTX icon
Vertex Pharmaceuticals
VRTX
+$1.26M
5
CRM icon
Salesforce
CRM
+$1.16M

Sector Composition

1 Technology 11.5%
2 Healthcare 8.25%
3 Industrials 6.43%
4 Communication Services 6.16%
5 Consumer Discretionary 5.76%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
-4,063
152
-2,540
153
-100,451
154
-1,240
155
-4,450