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
251
$22K 0.01%
+525
252
$22K 0.01%
+1,000
253
$22K 0.01%
+260
254
$22K 0.01%
+100
255
$21K 0.01%
+60
256
$21K 0.01%
+250
257
$21K 0.01%
+200
258
$20K 0.01%
+600
259
$20K 0.01%
+250
260
$19K 0.01%
+1,090
261
$19K 0.01%
+268
262
$19K 0.01%
+425
263
$19K 0.01%
+360
264
$18K 0.01%
+500
265
$18K 0.01%
+1,049
266
$18K 0.01%
+650
267
$17K 0.01%
+221
268
$17K 0.01%
+800
269
$17K 0.01%
+500
270
$17K 0.01%
+1,898
271
$17K 0.01%
+2,393
272
$17K 0.01%
+325
273
$17K 0.01%
+298
274
$16K 0.01%
+335
275
$16K 0.01%
+1,360
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