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CPA

Clear Perspective Advisors Portfolio holdings

AUM $329M
1-Year Est. Return 23.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$151M
AUM Growth
+$516K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
442
New
Increased
Reduced
Closed

Top Buys

1
+$764K
2
+$516K
3
+$311K
4
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$267K
5
SDS icon
ProShares UltraShort S&P500
SDS
+$263K

Top Sells

1
+$935K
2
+$651K
3
+$415K
4
COR icon
Cencora
COR
+$351K
5
LOW icon
Lowe's Companies
LOW
+$326K

Sector Composition

1 Financials 11.3%
2 Healthcare 7.32%
3 Consumer Staples 5.42%
4 Communication Services 5.2%
5 Technology 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
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402
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403
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-58
404
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0
405
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406
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2
407
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-8
408
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409
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2
410
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411
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$0 ﹤0.01%
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414
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415
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$0 ﹤0.01%
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418
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2
420
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– –
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$0 ﹤0.01%
4
424
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