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
$119M
AUM Growth
-$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$521K
2
+$463K
3
+$440K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$373K
5
VDE icon
Vanguard Energy ETF
VDE
+$351K

Top Sells

1
+$516K
2
+$199K
3
+$157K
4
BIDU icon
Baidu
BIDU
+$144K
5
IYF icon
iShares US Financials ETF
IYF
+$122K

Sector Composition

1 Financials 15.08%
2 Healthcare 10.02%
3 Consumer Staples 7.13%
4 Communication Services 6.95%
5 Technology 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
276
$21K 0.02%
450
277
$21K 0.02%
500
278
$21K 0.02%
+1,200
279
$21K 0.02%
398
+100
280
$20K 0.02%
800
281
$19K 0.02%
200
-250
282
$19K 0.02%
2,393
283
$19K 0.02%
+300
284
$19K 0.02%
360
285
$18K 0.02%
425
286
$18K 0.02%
300
287
$18K 0.02%
650
288
$18K 0.02%
+169
289
$18K 0.02%
+400
290
$17K 0.01%
335
291
$17K 0.01%
+300
292
$17K 0.01%
500
293
$16K 0.01%
100
294
$16K 0.01%
176
295
$16K 0.01%
1,898
296
$16K 0.01%
870
297
$16K 0.01%
+1,000
298
$16K 0.01%
100
299
$16K 0.01%
325
300
$15K 0.01%
+538
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