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
$134M
AUM Growth
+$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$667K
3
+$624K
4
INTC icon
Intel
INTC
+$533K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$400K

Top Sells

1
+$696K
2
+$514K
3
+$376K
4
NKE icon
Nike
NKE
+$370K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$365K

Sector Composition

1 Financials 15.45%
2 Technology 8.44%
3 Healthcare 7.64%
4 Communication Services 7.26%
5 Consumer Discretionary 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$15K 0.01%
70
+52
327
$15K 0.01%
300
328
$15K 0.01%
1,898
329
$15K 0.01%
+149
330
$14K 0.01%
55
331
$13K 0.01%
90
332
$13K 0.01%
261
333
$13K 0.01%
119
334
$13K 0.01%
600
335
$12K 0.01%
135
-40
336
$12K 0.01%
110
337
$12K 0.01%
200
338
$12K 0.01%
274
339
$12K 0.01%
268
340
$12K 0.01%
76
+56
341
$12K 0.01%
200
342
$11K 0.01%
100
343
$11K 0.01%
100
344
$11K 0.01%
320
345
$10K 0.01%
55
+5
346
$10K 0.01%
+173
347
$10K 0.01%
150
+50
348
$10K 0.01%
+600
349
$10K 0.01%
177
350
$10K 0.01%
+585
12 13
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15 16