CPA

Clear Perspective Advisors Portfolio holdings

AUM $329M
1-Year Est. Return 23.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$122M
AUM Growth
+$3.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$562K
2
+$396K
3
+$363K
4
ORLY icon
O'Reilly Automotive
ORLY
+$305K
5
NKE icon
Nike
NKE
+$300K

Top Sells

1
+$948K
2
+$706K
3
+$648K
4
VDE icon
Vanguard Energy ETF
VDE
+$488K
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$441K

Sector Composition

1 Financials 14.81%
2 Healthcare 9.26%
3 Technology 7%
4 Communication Services 6.96%
5 Consumer Staples 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$50K 0.04%
1,552
227
$50K 0.04%
649
+108
228
$49K 0.04%
613
+13
229
$49K 0.04%
+391
230
$49K 0.04%
387
+29
231
$49K 0.04%
745
+134
232
$47K 0.04%
1,390
233
$47K 0.04%
1,672
+312
234
$47K 0.04%
895
235
$47K 0.04%
430
236
$44K 0.04%
490
237
$43K 0.04%
1,800
238
$43K 0.04%
900
239
$42K 0.03%
480
240
$42K 0.03%
1,110
-117
241
$41K 0.03%
1,581
-93
242
$39K 0.03%
1,116
+44
243
$38K 0.03%
500
244
$38K 0.03%
1,470
245
$37K 0.03%
250
246
$37K 0.03%
1,170
247
$36K 0.03%
550
248
$35K 0.03%
720
249
$34K 0.03%
665
250
$33K 0.03%
3,210
8 9
10
11 12