CPA
Clear Perspective Advisors Portfolio holdings
AUM
$329M
1-Year Return
23.76%
This Quarter Return
+4.16%
1 Year Return
+23.76%
3 Year Return
+88.51%
5 Year Return
+113.77%
10 Year Return
–
AUM
$122M
AUM Growth
+$3.48M
(+2.9%)
Cap. Flow
-$2.15M
Cap. Flow
% of AUM
-1.76%
Top 10 Holdings %
Top 10 Hldgs %
29.4%
Holding
568
New
85
Increased
84
Reduced
96
Closed
81
Top Buys
| 1 |
Pfizer
PFE
|
+$562K |
| 2 |
DuPont de Nemours
DD
|
+$396K |
| 3 |
iShares Intermediate Government/Credit Bond ETF
GVI
|
+$363K |
| 4 |
O'Reilly Automotive
ORLY
|
+$305K |
| 5 |
Nike
NKE
|
+$300K |
Top Sells
| 1 |
PayPal
PYPL
|
+$948K |
| 2 |
Old Second Bancorp
OSBC
|
+$706K |
| 3 |
TWX
Time Warner Inc
TWX
|
+$648K |
| 4 |
Vanguard Energy ETF
VDE
|
+$488K |
| 5 |
SPDR S&P Regional Banking ETF
KRE
|
+$441K |
Sector Composition
| 1 | Financials | 14.81% |
| 2 | Healthcare | 9.26% |
| 3 | Technology | 7% |
| 4 | Communication Services | 6.96% |
| 5 | Consumer Staples | 6.71% |
