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
$131M
AUM Growth
+$8.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$533K
2
+$479K
3
+$354K
4
SBUX icon
Starbucks
SBUX
+$349K
5
VDE icon
Vanguard Energy ETF
VDE
+$315K

Top Sells

1
+$525K
2
+$423K
3
+$309K
4
COR icon
Cencora
COR
+$250K
5
BGS icon
B&G Foods
BGS
+$232K

Sector Composition

1 Financials 14.78%
2 Healthcare 8.49%
3 Technology 7.51%
4 Communication Services 7.09%
5 Consumer Discretionary 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$6K ﹤0.01%
100
377
$6K ﹤0.01%
40
378
$6K ﹤0.01%
+250
379
$5K ﹤0.01%
137
380
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+100
381
$5K ﹤0.01%
83
382
$5K ﹤0.01%
400
383
$5K ﹤0.01%
880
-8,195
384
$5K ﹤0.01%
44
385
$5K ﹤0.01%
100
386
$5K ﹤0.01%
250
387
$5K ﹤0.01%
83
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-107
390
$4K ﹤0.01%
18
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$4K ﹤0.01%
56
392
$4K ﹤0.01%
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393
$4K ﹤0.01%
100
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288
395
$4K ﹤0.01%
78
396
$4K ﹤0.01%
34
397
$4K ﹤0.01%
65
398
$4K ﹤0.01%
+50
399
$4K ﹤0.01%
400
400
$3K ﹤0.01%
20
14 15
16
17 18