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
+$516K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$786K
2
+$517K
3
+$313K
4
AMZN icon
Amazon
AMZN
+$270K
5
IQV icon
IQVIA
IQV
+$266K

Top Sells

1
+$1.02M
2
+$639K
3
+$405K
4
COR icon
Cencora
COR
+$354K
5
LOW icon
Lowe's Companies
LOW
+$351K

Sector Composition

1 Financials 11.3%
2 Healthcare 7.32%
3 Consumer Staples 5.42%
4 Communication Services 5.2%
5 Technology 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$36K 0.02%
586
227
$35K 0.02%
1,360
228
$35K 0.02%
1,128
229
$35K 0.02%
545
230
$34K 0.02%
250
231
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720
232
$34K 0.02%
300
+100
233
$34K 0.02%
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234
$34K 0.02%
665
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$33K 0.02%
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236
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237
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480
238
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550
239
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241
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242
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479
243
$29K 0.02%
3,210
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$28K 0.02%
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$27K 0.02%
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246
$25K 0.02%
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247
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248
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249
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$24K 0.02%
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10
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