We are live on ! Find out more
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
$119M
AUM Growth
-$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$519K
2
+$458K
3
+$435K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$369K
5
VDE icon
Vanguard Energy ETF
VDE
+$365K

Top Sells

1
+$502K
2
+$204K
3
+$151K
4
BIDU icon
Baidu
BIDU
+$146K
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%
+200
402
$3K ﹤0.01%
100
403
$3K ﹤0.01%
38
404
$3K ﹤0.01%
27
405
$3K ﹤0.01%
23
406
$3K ﹤0.01%
21
407
$3K ﹤0.01%
+49
408
$3K ﹤0.01%
100
409
– –
-60
410
$3K ﹤0.01%
23
411
$3K ﹤0.01%
+31
412
$3K ﹤0.01%
457
-112
413
$3K ﹤0.01%
+44
414
$3K ﹤0.01%
+400
415
$3K ﹤0.01%
50
416
$3K ﹤0.01%
+102
417
$2K ﹤0.01%
35
418
$2K ﹤0.01%
+100
419
$2K ﹤0.01%
+100
420
$2K ﹤0.01%
16
421
$2K ﹤0.01%
230
422
$2K ﹤0.01%
30
423
$2K ﹤0.01%
16
424
$2K ﹤0.01%
41
425
$2K ﹤0.01%
11
15 16
17
18 19