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
$122M
AUM Growth
+$3.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$562K
2
+$396K
3
+$363K
4
ORLY icon
O'Reilly Automotive
ORLY
+$305K
5
NKE icon
Nike
NKE
+$300K

Top Sells

1
+$948K
2
+$706K
3
+$648K
4
VDE icon
Vanguard Energy ETF
VDE
+$488K
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$441K

Sector Composition

1 Financials 14.81%
2 Healthcare 9.26%
3 Technology 7%
4 Communication Services 6.96%
5 Consumer Staples 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
301
$16K 0.01%
+169
302
$16K 0.01%
+244
303
$16K 0.01%
1,898
304
$15K 0.01%
175
305
$15K 0.01%
250
306
$15K 0.01%
500
307
$15K 0.01%
273
+225
308
$15K 0.01%
77
309
$15K 0.01%
101
310
$15K 0.01%
200
311
$15K 0.01%
+1,400
312
$15K 0.01%
298
-100
313
$14K 0.01%
300
-900
314
$14K 0.01%
300
315
$13K 0.01%
+55
316
$13K 0.01%
600
317
$12K 0.01%
90
318
$12K 0.01%
390
319
$12K 0.01%
100
320
$12K 0.01%
+119
321
$11K 0.01%
550
322
$11K 0.01%
+49
323
$11K 0.01%
+221
324
$11K 0.01%
+110
325
$11K 0.01%
225
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