CPA

Clear Perspective Advisors Portfolio holdings

AUM $329M
1-Year Est. Return 23.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$143M
AUM Growth
+$9.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$1.95M
3
+$1.35M
4
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$895K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$690K

Top Sells

1
+$3.29M
2
+$2.48M
3
+$1.84M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.45M
5
PEP icon
PepsiCo
PEP
+$1.1M

Sector Composition

1 Financials 15.21%
2 Technology 8.91%
3 Healthcare 8.14%
4 Communication Services 7.62%
5 Consumer Discretionary 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
326
$16K 0.01%
244
327
$16K 0.01%
100
328
$16K 0.01%
200
329
$15K 0.01%
169
330
$15K 0.01%
124
+5
331
$15K 0.01%
1,898
332
$15K 0.01%
535
-750
333
$15K 0.01%
149
334
$14K 0.01%
+775
335
$14K 0.01%
268
336
$14K 0.01%
63
337
$14K 0.01%
157
+22
338
$14K 0.01%
+325
339
$13K 0.01%
90
340
$13K 0.01%
100
341
$13K 0.01%
200
342
$13K 0.01%
585
343
$13K 0.01%
335
344
$13K 0.01%
274
345
$13K 0.01%
55
346
$13K 0.01%
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347
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316
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348
$13K 0.01%
460
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349
$13K 0.01%
76
350
$12K 0.01%
110
12 13
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15 16