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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%
30
377
$2K ﹤0.01%
16
378
$2K ﹤0.01%
29
379
$2K ﹤0.01%
81
380
$2K ﹤0.01%
145
+45
381
$2K ﹤0.01%
55
382
$2K ﹤0.01%
15
383
$2K ﹤0.01%
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384
$2K ﹤0.01%
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-200
385
$1K ﹤0.01%
10
386
$1K ﹤0.01%
71
-107
387
$1K ﹤0.01%
5
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$1K ﹤0.01%
29
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$1K ﹤0.01%
19
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$1K ﹤0.01%
20
391
$1K ﹤0.01%
27
392
$1K ﹤0.01%
14
393
$1K ﹤0.01%
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+2
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$1K ﹤0.01%
40
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$1K ﹤0.01%
53
396
$1K ﹤0.01%
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397
$1K ﹤0.01%
67
398
$1K ﹤0.01%
25
399
$1K ﹤0.01%
25
400
$1K ﹤0.01%
15
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