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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
$122M
AUM Growth
+$3.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$533K
2
+$377K
3
+$364K
4
NKE icon
Nike
NKE
+$324K
5
ORLY icon
O'Reilly Automotive
ORLY
+$280K

Top Sells

1
+$888K
2
+$718K
3
+$642K
4
VDE icon
Vanguard Energy ETF
VDE
+$462K
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$417K

Sector Composition

1 Financials 14.81%
2 Healthcare 9.26%
3 Technology 7%
4 Communication Services 6.96%
5 Consumer Staples 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3K ﹤0.01%
23
402
$3K ﹤0.01%
21
403
$3K ﹤0.01%
50
404
$3K ﹤0.01%
60
-237
405
$3K ﹤0.01%
72
406
$3K ﹤0.01%
+134
407
$3K ﹤0.01%
33
408
$3K ﹤0.01%
45
409
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+136
410
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400
411
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23
412
$3K ﹤0.01%
31
413
$3K ﹤0.01%
457
414
$3K ﹤0.01%
+82
415
$3K ﹤0.01%
+20
416
$2K ﹤0.01%
17
-365
417
$2K ﹤0.01%
200
418
$2K ﹤0.01%
+56
419
$2K ﹤0.01%
17
420
$2K ﹤0.01%
53
421
$2K ﹤0.01%
16
422
$2K ﹤0.01%
68
+3
423
$2K ﹤0.01%
30
424
$2K ﹤0.01%
71
425
$2K ﹤0.01%
16
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