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
$131M
AUM Growth
+$8.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$533K
2
+$479K
3
+$354K
4
SBUX icon
Starbucks
SBUX
+$349K
5
VDE icon
Vanguard Energy ETF
VDE
+$315K

Top Sells

1
+$525K
2
+$423K
3
+$309K
4
COR icon
Cencora
COR
+$250K
5
BGS icon
B&G Foods
BGS
+$232K

Sector Composition

1 Financials 14.78%
2 Healthcare 8.49%
3 Technology 7.51%
4 Communication Services 7.09%
5 Consumer Discretionary 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$11K 0.01%
153
327
$11K 0.01%
200
328
$11K 0.01%
+200
329
$11K 0.01%
+58
330
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198
331
$10K 0.01%
300
-350
332
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195
333
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198
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334
$10K 0.01%
528
335
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100
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337
$10K 0.01%
200
338
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200
339
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341
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343
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344
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345
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347
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348
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349
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350
$8K 0.01%
+250
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