CPA
Clear Perspective Advisors Portfolio holdings
AUM
$329M
This Quarter Return
+4.1%
1 Year Return
+23.76%
3 Year Return
+88.51%
5 Year Return
+113.77%
10 Year Return
–
AUM
$151M
AUM Growth
+$151M
(+0.34%)
Cap. Flow
+$2.04M
Cap. Flow
% of AUM
1.35%
Top 10 Holdings %
Top 10 Hldgs %
42.1%
Holding
442
New
17
Increased
48
Reduced
90
Closed
15
Top Buys
| 1 |
Vanguard FTSE Emerging Markets ETF
VWO
|
$786K |
| 2 |
Vanguard Total Bond Market
BND
|
$517K |
| 3 |
Vanguard Small-Cap ETF
VB
|
$313K |
| 4 |
Amazon
AMZN
|
$270K |
| 5 |
IQVIA
IQV
|
$266K |
Top Sells
| 1 |
Apple
AAPL
|
$1.02M |
| 2 |
CME Group
CME
|
$639K |
| 3 |
DFS
Discover Financial Services
DFS
|
$405K |
| 4 |
Cencora
COR
|
$354K |
| 5 |
Lowe's Companies
LOW
|
$351K |
Sector Composition
| 1 | Financials | 11.3% |
| 2 | Healthcare | 7.32% |
| 3 | Consumer Staples | 5.42% |
| 4 | Communication Services | 5.2% |
| 5 | Technology | 4.64% |
