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
$131M
AUM Growth
+$8.33M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
520
New
Increased
Reduced
Closed

Top Buys

1
+$533K
2
+$479K
3
+$354K
4
SBUX icon
Starbucks
SBUX
+$349K
5
VDE icon
Vanguard Energy ETF
VDE
+$315K

Top Sells

1
+$525K
2
+$423K
3
+$309K
4
COR icon
Cencora
COR
+$250K
5
BGS icon
B&G Foods
BGS
+$232K

Sector Composition

1 Financials 14.78%
2 Healthcare 8.49%
3 Technology 7.51%
4 Communication Services 7.09%
5 Consumer Discretionary 6.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$3K ﹤0.01%
45
402
$3K ﹤0.01%
+100
403
$3K ﹤0.01%
27
404
$3K ﹤0.01%
16
405
$3K ﹤0.01%
230
406
$3K ﹤0.01%
23
407
$3K ﹤0.01%
21
408
$3K ﹤0.01%
50
409
$3K ﹤0.01%
60
410
$3K ﹤0.01%
41
411
$3K ﹤0.01%
72
412
$3K ﹤0.01%
23
413
$3K ﹤0.01%
31
414
$3K ﹤0.01%
27
415
$3K ﹤0.01%
60
-300
416
$3K ﹤0.01%
136
417
$3K ﹤0.01%
35
418
$3K ﹤0.01%
17
419
$3K ﹤0.01%
+150
420
$2K ﹤0.01%
71
421
$2K ﹤0.01%
16
422
$2K ﹤0.01%
11
423
$2K ﹤0.01%
30
424
$2K ﹤0.01%
17
425
$2K ﹤0.01%
19
15 16
17
18 19