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
+$2.6M
2
+$1.95M
3
+$1.35M
4
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$895K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$690K

Top Sells

1
+$3.29M
2
+$2.48M
3
+$1.84M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.45M
5
PEP icon
PepsiCo
PEP
+$1.1M

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
276
$34K 0.02%
464
277
$34K 0.02%
500
278
– –
-650
279
$33K 0.02%
150
280
$33K 0.02%
+665
281
$32K 0.02%
370
+45
282
$31K 0.02%
500
283
$30K 0.02%
1,100
284
$30K 0.02%
267
+240
285
$30K 0.02%
1,413
286
$29K 0.02%
+2,630
287
$29K 0.02%
3,210
288
$29K 0.02%
1,000
289
$28K 0.02%
200
290
$28K 0.02%
410
291
$27K 0.02%
340
-325
292
$27K 0.02%
425
293
$27K 0.02%
400
294
$26K 0.02%
1,090
295
$26K 0.02%
533
296
$26K 0.02%
128
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297
$26K 0.02%
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298
$26K 0.02%
250
299
$25K 0.02%
665
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300
$25K 0.02%
+789
10 11
12
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