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
+$516K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$764K
2
+$516K
3
+$311K
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$267K
5
SDS icon
ProShares UltraShort S&P500
SDS
+$263K

Top Sells

1
+$935K
2
+$651K
3
+$415K
4
COR icon
Cencora
COR
+$351K
5
LOW icon
Lowe's Companies
LOW
+$326K

Sector Composition

1 Financials 11.3%
2 Healthcare 7.32%
3 Consumer Staples 5.42%
4 Communication Services 5.2%
5 Technology 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$2K ﹤0.01%
145
+45
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55
378
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15
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48
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35
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384
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2,350
385
$1K ﹤0.01%
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386
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14
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5
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400
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