CPA
Clear Perspective Advisors Portfolio holdings
AUM
$329M
This Quarter Return
+3.1%
1 Year Return
+23.76%
3 Year Return
+88.51%
5 Year Return
+113.77%
10 Year Return
–
AUM
$119M
AUM Growth
+$119M
(-21%)
Cap. Flow
+$6.41M
Cap. Flow
% of AUM
5.38%
Top 10 Holdings %
Top 10 Hldgs %
28.54%
Holding
508
New
89
Increased
78
Reduced
63
Closed
30
Top Buys
| 1 |
Vanguard Total Bond Market
BND
|
$521K |
| 2 |
Vanguard Small-Cap ETF
VB
|
$463K |
| 3 |
Marathon Petroleum
MPC
|
$440K |
| 4 |
Vanguard Total International Stock ETF
VXUS
|
$373K |
| 5 |
Vanguard Energy ETF
VDE
|
$351K |
Top Sells
| 1 |
Pfizer
PFE
|
$516K |
| 2 |
Health Care Select Sector SPDR Fund
XLV
|
$199K |
| 3 |
CERN
Cerner Corp
CERN
|
$157K |
| 4 |
Baidu
BIDU
|
$144K |
| 5 |
iShares US Financials ETF
IYF
|
$122K |
Sector Composition
| 1 | Financials | 15.08% |
| 2 | Healthcare | 10.02% |
| 3 | Consumer Staples | 7.13% |
| 4 | Communication Services | 6.95% |
| 5 | Technology | 6.72% |
