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
+$516K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$786K
2
+$517K
3
+$313K
4
AMZN icon
Amazon
AMZN
+$270K
5
IQV icon
IQVIA
IQV
+$266K

Top Sells

1
+$1.02M
2
+$639K
3
+$405K
4
COR icon
Cencora
COR
+$354K
5
LOW icon
Lowe's Companies
LOW
+$351K

Sector Composition

1 Financials 11.3%
2 Healthcare 7.32%
3 Consumer Staples 5.42%
4 Communication Services 5.2%
5 Technology 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$7K ﹤0.01%
569
+112
327
$7K ﹤0.01%
100
328
$7K ﹤0.01%
58
329
$6K ﹤0.01%
200
330
$6K ﹤0.01%
537
331
$6K ﹤0.01%
800
332
$6K ﹤0.01%
137
333
$6K ﹤0.01%
412
-45
334
$6K ﹤0.01%
140
335
$6K ﹤0.01%
77
336
$6K ﹤0.01%
69
337
$6K ﹤0.01%
674
338
$5K ﹤0.01%
50
339
$5K ﹤0.01%
83
340
$5K ﹤0.01%
288
341
$5K ﹤0.01%
555
342
$5K ﹤0.01%
1,500
343
$5K ﹤0.01%
83
-3,936
344
$5K ﹤0.01%
200
345
$5K ﹤0.01%
65
346
$5K ﹤0.01%
150
347
$5K ﹤0.01%
100
348
$4K ﹤0.01%
224
349
$4K ﹤0.01%
100
350
$4K ﹤0.01%
30
-25
12 13
14
15 16