CPA

Clear Perspective Advisors Portfolio holdings

AUM $329M
1-Year Est. Return 23.76%
This Quarter Est. Return
1 Year Est. Return
+23.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$6.86M
2
+$5.76M
3
+$3.19M
4
BND icon
Vanguard Total Bond Market
BND
+$2.78M
5
AAPL icon
Apple
AAPL
+$2.44M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.02%
2 Healthcare 7.6%
3 Consumer Staples 5.46%
4 Communication Services 5.2%
5 Industrials 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$33K 0.02%
+1,100
227
$33K 0.02%
+209
228
$33K 0.02%
+1,000
229
$33K 0.02%
+665
230
$33K 0.02%
+545
231
$32K 0.02%
+1,128
232
$32K 0.02%
+720
233
$31K 0.02%
+710
234
$31K 0.02%
+382
235
$30K 0.02%
+475
236
$30K 0.02%
+175
237
$29K 0.02%
+550
238
$29K 0.02%
+253
239
$29K 0.02%
+1,158
240
$29K 0.02%
+810
241
$28K 0.02%
+615
242
$28K 0.02%
+480
243
$27K 0.02%
+2,000
244
$26K 0.02%
+470
245
$25K 0.02%
+479
246
$24K 0.02%
+450
247
$23K 0.02%
+602
248
$23K 0.02%
+250
249
$22K 0.01%
+176
250
$22K 0.01%
+1,200
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