CPA
Clear Perspective Advisors Portfolio holdings
AUM
$329M
This Quarter Return
+2.23%
1 Year Return
+23.76%
3 Year Return
+88.51%
5 Year Return
+113.77%
10 Year Return
–
AUM
$151M
AUM Growth
–
Cap. Flow
+$108M
Cap. Flow
% of AUM
71.85%
Top 10 Holdings %
Top 10 Hldgs %
40.97%
Holding
425
New
417
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Berkshire Hathaway Class B
BRK.B
|
$6.86M |
| 2 |
Vanguard S&P 500 ETF
VOO
|
$5.77M |
| 3 |
Vanguard Small-Cap ETF
VB
|
$3.19M |
| 4 |
Vanguard Total Bond Market
BND
|
$2.78M |
| 5 |
Apple
AAPL
|
$2.44M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Financials | 12.02% |
| 2 | Healthcare | 7.6% |
| 3 | Consumer Staples | 5.46% |
| 4 | Communication Services | 5.2% |
| 5 | Industrials | 5.19% |