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
$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
326
$11K 0.01%
+100
327
$11K 0.01%
320
328
$11K 0.01%
700
-1,000
329
$10K 0.01%
528
330
$10K 0.01%
60
331
$10K 0.01%
600
332
$10K 0.01%
153
333
$10K 0.01%
200
334
$10K 0.01%
+200
335
$10K 0.01%
200
336
$10K 0.01%
+198
337
$10K 0.01%
+90
338
$10K 0.01%
500
-200
339
$10K 0.01%
+208
340
$9K 0.01%
152
341
$9K 0.01%
+100
342
$9K 0.01%
50
343
$9K 0.01%
700
344
$9K 0.01%
268
345
$9K 0.01%
+195
346
$9K 0.01%
+35
347
$9K 0.01%
94
348
$8K 0.01%
+752
349
$8K 0.01%
175
350
$8K 0.01%
300
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