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
$134M
AUM Growth
+$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$667K
3
+$624K
4
INTC icon
Intel
INTC
+$533K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$400K

Top Sells

1
+$696K
2
+$514K
3
+$376K
4
NKE icon
Nike
NKE
+$370K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$365K

Sector Composition

1 Financials 15.45%
2 Technology 8.44%
3 Healthcare 7.64%
4 Communication Services 7.26%
5 Consumer Discretionary 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
376
$8K 0.01%
200
377
$8K 0.01%
100
378
$7K 0.01%
36
379
$7K 0.01%
122
380
$7K 0.01%
800
381
$7K 0.01%
535
-500
382
$7K 0.01%
+241
383
$7K 0.01%
121
+38
384
$7K 0.01%
+185
385
$7K 0.01%
200
-400
386
$6K ﹤0.01%
131
387
$6K ﹤0.01%
40
388
$6K ﹤0.01%
+200
389
$6K ﹤0.01%
760
390
$6K ﹤0.01%
200
391
$6K ﹤0.01%
537
392
$6K ﹤0.01%
118
-1,554
393
$6K ﹤0.01%
250
394
$6K ﹤0.01%
+106
395
– –
0
396
$5K ﹤0.01%
+224
397
$5K ﹤0.01%
+92
398
$5K ﹤0.01%
+150
399
$5K ﹤0.01%
225
-940
400
$5K ﹤0.01%
400
14 15
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