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
$134M
AUM Growth
+$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$667K
3
+$624K
4
INTC icon
Intel
INTC
+$533K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$400K

Top Sells

1
+$696K
2
+$514K
3
+$376K
4
NKE icon
Nike
NKE
+$370K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$365K

Sector Composition

1 Financials 15.45%
2 Technology 8.44%
3 Healthcare 7.64%
4 Communication Services 7.26%
5 Consumer Discretionary 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$61K 0.05%
3,300
227
$58K 0.04%
263
-55
228
$56K 0.04%
1,200
+700
229
$56K 0.04%
697
+589
230
$54K 0.04%
9,003
+8,123
231
$54K 0.04%
+500
232
$53K 0.04%
+1,025
233
$52K 0.04%
745
234
$52K 0.04%
430
235
$52K 0.04%
665
+75
236
$52K 0.04%
490
237
$52K 0.04%
1,050
-1,350
238
$52K 0.04%
1,500
239
$52K 0.04%
986
-75
240
$51K 0.04%
1,017
-53
241
$49K 0.04%
1,390
242
$49K 0.04%
1,552
243
$49K 0.04%
895
244
$48K 0.04%
1,170
245
$47K 0.04%
600
246
$47K 0.04%
1,800
247
$47K 0.04%
1,581
248
$46K 0.03%
+2,854
249
$45K 0.03%
165
250
$44K 0.03%
700
8 9
10
11 12