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

Top Buys

1
+$562K
2
+$396K
3
+$363K
4
ORLY icon
O'Reilly Automotive
ORLY
+$305K
5
NKE icon
Nike
NKE
+$300K

Top Sells

1
+$948K
2
+$706K
3
+$648K
4
VDE icon
Vanguard Energy ETF
VDE
+$488K
5
KRE icon
State Street 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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3K ﹤0.01%
23
402
$3K ﹤0.01%
60
-237
403
$3K ﹤0.01%
72
404
$3K ﹤0.01%
+134
405
$3K ﹤0.01%
23
406
$3K ﹤0.01%
31
407
$3K ﹤0.01%
457
408
$3K ﹤0.01%
+136
409
$3K ﹤0.01%
400
410
$3K ﹤0.01%
21
411
$3K ﹤0.01%
50
412
$3K ﹤0.01%
+82
413
$3K ﹤0.01%
+20
414
$3K ﹤0.01%
33
415
$3K ﹤0.01%
45
416
$2K ﹤0.01%
16
417
$2K ﹤0.01%
68
+3
418
$2K ﹤0.01%
27
-50
419
$2K ﹤0.01%
19
420
– –
0
421
$2K ﹤0.01%
35
422
$2K ﹤0.01%
200
423
$2K ﹤0.01%
+56
424
$2K ﹤0.01%
17
425
$2K ﹤0.01%
53
15 16
17
18 19