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
$122M
AUM Growth
+$3.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$562K
2
+$396K
3
+$363K
4
ORLY icon
O'Reilly Automotive
ORLY
+$305K
5
NKE icon
Nike
NKE
+$300K

Top Sells

1
+$948K
2
+$706K
3
+$648K
4
VDE icon
Vanguard Energy ETF
VDE
+$488K
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$441K

Sector Composition

1 Financials 14.81%
2 Healthcare 9.26%
3 Technology 7%
4 Communication Services 6.96%
5 Consumer Staples 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
351
$8K 0.01%
760
352
$8K 0.01%
100
353
$8K 0.01%
+58
354
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355
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500
-145
356
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91
-72
357
$7K 0.01%
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358
– –
-122
359
$7K 0.01%
44
360
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361
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100
362
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+145
363
$7K 0.01%
100
364
$6K ﹤0.01%
500
-1,700
365
$6K ﹤0.01%
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$6K ﹤0.01%
+40
367
$6K ﹤0.01%
200
368
$6K ﹤0.01%
+27
369
$6K ﹤0.01%
537
370
$6K ﹤0.01%
+36
371
$6K ﹤0.01%
800
372
$6K ﹤0.01%
137
373
$6K ﹤0.01%
+555
374
$6K ﹤0.01%
412
375
$6K ﹤0.01%
+200
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