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
$119M
AUM Growth
-$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$521K
2
+$463K
3
+$440K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$373K
5
VDE icon
Vanguard Energy ETF
VDE
+$351K

Top Sells

1
+$516K
2
+$199K
3
+$157K
4
BIDU icon
Baidu
BIDU
+$144K
5
IYF icon
iShares US Financials ETF
IYF
+$122K

Sector Composition

1 Financials 15.08%
2 Healthcare 10.02%
3 Consumer Staples 7.13%
4 Communication Services 6.95%
5 Technology 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3K ﹤0.01%
100
402
– –
-60
403
$3K ﹤0.01%
23
404
$3K ﹤0.01%
+31
405
$3K ﹤0.01%
+200
406
$3K ﹤0.01%
38
407
$3K ﹤0.01%
27
408
$3K ﹤0.01%
23
409
$3K ﹤0.01%
21
410
$3K ﹤0.01%
+49
411
$3K ﹤0.01%
+150
412
$3K ﹤0.01%
457
-112
413
$3K ﹤0.01%
33
414
$3K ﹤0.01%
+44
415
$3K ﹤0.01%
100
416
$3K ﹤0.01%
+400
417
$2K ﹤0.01%
230
418
$2K ﹤0.01%
30
419
$2K ﹤0.01%
16
420
$2K ﹤0.01%
41
421
$2K ﹤0.01%
11
422
$2K ﹤0.01%
+100
423
$2K ﹤0.01%
25
424
$2K ﹤0.01%
29
425
$2K ﹤0.01%
81
15 16
17
18 19