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
251
$24K 0.02%
450
252
$24K 0.02%
525
253
$24K 0.02%
602
254
$24K 0.02%
1,000
255
$24K 0.02%
1,303
+145
256
$23K 0.02%
176
257
$23K 0.02%
+480
258
$23K 0.02%
1,165
259
$22K 0.01%
260
260
$22K 0.01%
250
261
$22K 0.01%
250
262
$21K 0.01%
250
263
$21K 0.01%
650
264
$20K 0.01%
268
265
$19K 0.01%
425
266
$19K 0.01%
360
267
$18K 0.01%
800
268
$18K 0.01%
1,360
269
$18K 0.01%
2,393
270
$18K 0.01%
500
271
$17K 0.01%
800
272
$17K 0.01%
60
273
$17K 0.01%
300
274
$17K 0.01%
500
275
$16K 0.01%
1,898
9 10
11
12 13