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
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$6.86M
2
+$5.76M
3
+$3.19M
4
BND icon
Vanguard Total Bond Market
BND
+$2.78M
5
AAPL icon
Apple
AAPL
+$2.44M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.02%
2 Healthcare 7.6%
3 Consumer Staples 5.46%
4 Communication Services 5.2%
5 Industrials 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$3K ﹤0.01%
+18
352
$3K ﹤0.01%
+23
353
$3K ﹤0.01%
+60
354
$3K ﹤0.01%
+200
355
$3K ﹤0.01%
+33
356
$3K ﹤0.01%
+100
357
$3K ﹤0.01%
+2,350
358
$3K ﹤0.01%
+21
359
$3K ﹤0.01%
+178
360
$3K ﹤0.01%
+100
361
$2K ﹤0.01%
+16
362
$2K ﹤0.01%
+230
363
$2K ﹤0.01%
+75
364
$2K ﹤0.01%
+30
365
$2K ﹤0.01%
+16
366
$2K ﹤0.01%
+50
367
$2K ﹤0.01%
+41
368
$2K ﹤0.01%
+11
369
$2K ﹤0.01%
+29
370
$2K ﹤0.01%
+23
371
$2K ﹤0.01%
+81
372
$2K ﹤0.01%
+457
373
$2K ﹤0.01%
+55
374
$2K ﹤0.01%
+15
375
$2K ﹤0.01%
+19
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