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
$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%
+60
352
$3K ﹤0.01%
+33
353
$3K ﹤0.01%
+100
354
$3K ﹤0.01%
+2,350
355
$3K ﹤0.01%
+38
356
$3K ﹤0.01%
+200
357
$3K ﹤0.01%
+21
358
$3K ﹤0.01%
+178
359
$3K ﹤0.01%
+27
360
$3K ﹤0.01%
+100
361
$2K ﹤0.01%
+50
362
$2K ﹤0.01%
+41
363
$2K ﹤0.01%
+11
364
$2K ﹤0.01%
+29
365
$2K ﹤0.01%
+23
366
$2K ﹤0.01%
+81
367
$2K ﹤0.01%
+457
368
$2K ﹤0.01%
+55
369
$2K ﹤0.01%
+16
370
$2K ﹤0.01%
+230
371
$2K ﹤0.01%
+75
372
$2K ﹤0.01%
+30
373
$2K ﹤0.01%
+16
374
$2K ﹤0.01%
+15
375
$2K ﹤0.01%
+19
13 14
15
16 17