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
$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
301
$11K 0.01%
+760
302
$11K 0.01%
+116
303
$10K 0.01%
+390
304
$10K 0.01%
+225
305
$10K 0.01%
+100
306
$9K 0.01%
+600
307
$9K 0.01%
+500
308
$9K 0.01%
+528
309
$9K 0.01%
+100
310
$9K 0.01%
+219
311
$9K 0.01%
+153
312
$9K 0.01%
+100
313
$9K 0.01%
+152
314
$8K 0.01%
+200
315
$8K 0.01%
+200
316
$8K 0.01%
+2,500
317
$8K 0.01%
+700
318
$8K 0.01%
+456
319
$8K 0.01%
+250
320
$7K ﹤0.01%
+300
321
$7K ﹤0.01%
+500
322
$7K ﹤0.01%
+44
323
$7K ﹤0.01%
+77
324
$7K ﹤0.01%
+58
325
$7K ﹤0.01%
+457
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