We are live on ! Find out more
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
$135M
AUM Growth
-$8.09M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
495
New
Increased
Reduced
Closed

Top Buys

1
+$1.24M
2
+$1.06M
3
+$771K
4
VHT icon
Vanguard Health Care ETF
VHT
+$696K
5
SPYG icon
State Street SPDR Portfolio S&P 500 Growth ETF
SPYG
+$555K

Top Sells

1
+$972K
2
+$966K
3
+$783K
4
INTC icon
Intel
INTC
+$736K
5
SCHW
Charles Schwab
SCHW
+$702K

Sector Composition

1 Financials 16.51%
2 Healthcare 8.04%
3 Communication Services 7.29%
4 Consumer Discretionary 6.12%
5 Technology 5.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
– –
-107
252
– –
-94
253
– –
-533
254
– –
-1,166
255
– –
-156
256
– –
-36
257
– –
-239
258
– –
-122
259
– –
-842
260
– –
-490
261
– –
-425
262
– –
-176
263
– –
-337
264
– –
-1,860
265
– –
-335
266
– –
-157
267
– –
-396
268
– –
-1,800
269
– –
-1,600
270
– –
-565
271
– –
-13
272
– –
-137
273
– –
-1,025
274
– –
-29
275
– –
-1,057
9 10
11
12 13