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
251
$42K 0.03%
480
252
$41K 0.03%
900
253
$40K 0.03%
336
254
$39K 0.03%
1,022
-16
255
$39K 0.03%
550
256
$39K 0.03%
764
+44
257
$36K 0.03%
1,285
+425
258
$36K 0.03%
+515
259
$36K 0.03%
1,470
260
$35K 0.03%
+154
261
$35K 0.03%
1,000
-100
262
$34K 0.03%
605
263
$34K 0.03%
+150
264
$34K 0.03%
+1,900
265
$34K 0.03%
1,500
-200
266
$34K 0.03%
500
267
$33K 0.02%
+325
268
$31K 0.02%
200
269
$31K 0.02%
+1,413
270
$31K 0.02%
1,100
+200
271
$30K 0.02%
+118
272
$30K 0.02%
727
273
$29K 0.02%
740
274
$29K 0.02%
+272
275
$29K 0.02%
508
-157
9 10
11
12 13