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
$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
326
$6K ﹤0.01%
+200
327
$6K ﹤0.01%
+55
328
$6K ﹤0.01%
+800
329
$6K ﹤0.01%
+137
330
$6K ﹤0.01%
+140
331
$6K ﹤0.01%
+69
332
$6K ﹤0.01%
+674
333
$5K ﹤0.01%
+537
334
$5K ﹤0.01%
+288
335
$5K ﹤0.01%
+555
336
$5K ﹤0.01%
+1,500
337
$5K ﹤0.01%
+200
338
$5K ﹤0.01%
+65
339
$5K ﹤0.01%
+150
340
$5K ﹤0.01%
+138
341
$5K ﹤0.01%
+266
342
$4K ﹤0.01%
+224
343
$4K ﹤0.01%
+50
344
$4K ﹤0.01%
+83
345
$4K ﹤0.01%
+50
346
$4K ﹤0.01%
+100
347
$4K ﹤0.01%
+112
348
$4K ﹤0.01%
+100
349
$3K ﹤0.01%
+38
350
$3K ﹤0.01%
+27