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
376
$6K ﹤0.01%
40
-36
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$5K ﹤0.01%
83
378
$5K ﹤0.01%
400
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44
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+208
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$5K ﹤0.01%
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386
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-200
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$4K ﹤0.01%
18
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$4K ﹤0.01%
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$4K ﹤0.01%
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391
$4K ﹤0.01%
+40
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$4K ﹤0.01%
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395
$4K ﹤0.01%
+78
396
$4K ﹤0.01%
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397
$4K ﹤0.01%
34
+1
398
$3K ﹤0.01%
27
399
$3K ﹤0.01%
+75
400
$3K ﹤0.01%
230
14 15
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17 18