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
276
$16K 0.01%
+800
277
$16K 0.01%
+300
278
$15K 0.01%
+3,800
279
$15K 0.01%
+500
280
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+500
281
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+500
282
$14K 0.01%
+100
283
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+175
284
$14K 0.01%
+100
285
$14K 0.01%
+248
286
$14K 0.01%
+923
287
$13K 0.01%
+200
288
$13K 0.01%
+250
289
$13K 0.01%
+200
290
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+500
291
$12K 0.01%
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292
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293
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+500
294
$12K 0.01%
+860
295
$12K 0.01%
+6,100
296
$12K 0.01%
+500
297
$12K 0.01%
+780
298
$12K 0.01%
+101
299
$12K 0.01%
+250
300
$11K 0.01%
+100
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