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
276
$29K 0.02%
464
-1,330
277
$29K 0.02%
3,210
278
$29K 0.02%
427
+24
279
$28K 0.02%
1,000
280
$28K 0.02%
176
281
– –
-2,630
282
$27K 0.02%
+250
283
$27K 0.02%
533
284
$26K 0.02%
1,090
285
$26K 0.02%
450
286
$26K 0.02%
+425
287
$26K 0.02%
+650
288
$26K 0.02%
400
289
$25K 0.02%
563
-225
290
$25K 0.02%
+500
291
$25K 0.02%
+1,664
292
$24K 0.02%
281
-8,145
293
$24K 0.02%
+1,000
294
$24K 0.02%
410
+85
295
$23K 0.02%
250
296
$23K 0.02%
+441
297
$23K 0.02%
+250
298
$23K 0.02%
169
299
$22K 0.02%
118
300
$22K 0.02%
396
10 11
12
13 14