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
$143M
AUM Growth
+$9.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$1.91M
3
+$1.34M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$626K
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$507K

Top Sells

1
+$2.47M
2
+$1.81M
3
+$1.04M
4
CME icon
CME Group
CME
+$478K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$414K

Sector Composition

1 Financials 15.21%
2 Technology 8.91%
3 Healthcare 8.14%
4 Communication Services 7.62%
5 Consumer Discretionary 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$49K 0.03%
500
252
$49K 0.03%
700
253
$48K 0.03%
+1,100
254
$48K 0.03%
1,672
+1,554
255
$48K 0.03%
666
-750
256
$47K 0.03%
600
257
$47K 0.03%
+490
258
$46K 0.03%
895
259
$46K 0.03%
480
260
$45K 0.03%
1,581
261
$44K 0.03%
550
262
$44K 0.03%
745
263
$43K 0.03%
1,009
-13
264
$42K 0.03%
258
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265
$42K 0.03%
154
266
$42K 0.03%
605
267
$42K 0.03%
1,170
268
$41K 0.03%
1,470
269
$41K 0.03%
764
270
$41K 0.03%
336
271
$41K 0.03%
900
272
$40K 0.03%
515
273
$40K 0.03%
1,025
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274
$37K 0.03%
+337
275
$35K 0.02%
1,000
9 10
11
12 13