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
$378M
AUM Growth
-$89.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
172
New
Increased
Reduced
Closed

Top Buys

1
+$22.7M
2
+$18M
3
+$14.3M
4
SPHD icon
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
+$6.45M
5
KIE icon
SPDR S&P Insurance ETF
KIE
+$6.06M

Top Sells

1
+$24.4M
2
+$9.91M
3
+$6.98M
4
XLY icon
Consumer Discretionary Select Sector SPDR Fund
XLY
+$6.94M
5
TMUS icon
T-Mobile US
TMUS
+$3.32M

Sector Composition

1 Technology 11.55%
2 Healthcare 10.4%
3 Industrials 6.07%
4 Financials 5.84%
5 Communication Services 3.74%
Name Market Value Portfolio Weight Shares or Principal Change
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