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
$134M
AUM Growth
+$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$667K
3
+$624K
4
INTC icon
Intel
INTC
+$533K
5
VGIT icon
Vanguard Intermediate-Term Treasury ETF
VGIT
+$400K

Top Sells

1
+$696K
2
+$514K
3
+$376K
4
NKE icon
Nike
NKE
+$370K
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$365K

Sector Composition

1 Financials 15.45%
2 Technology 8.44%
3 Healthcare 7.64%
4 Communication Services 7.26%
5 Consumer Discretionary 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
401
$5K ﹤0.01%
137
402
$5K ﹤0.01%
100
403
$5K ﹤0.01%
555
404
$5K ﹤0.01%
+164
405
$5K ﹤0.01%
44
406
$4K ﹤0.01%
83
407
$4K ﹤0.01%
+268
408
$4K ﹤0.01%
49
409
$4K ﹤0.01%
100
410
$4K ﹤0.01%
+177
411
$4K ﹤0.01%
100
-5,300
412
$4K ﹤0.01%
288
413
$4K ﹤0.01%
23
414
$4K ﹤0.01%
78
415
$4K ﹤0.01%
34
416
$4K ﹤0.01%
+47
417
$4K ﹤0.01%
100
418
$4K ﹤0.01%
+100
419
$4K ﹤0.01%
+55
420
$4K ﹤0.01%
+61
421
$4K ﹤0.01%
64
-5
422
$4K ﹤0.01%
118
-695
423
$4K ﹤0.01%
65
424
$4K ﹤0.01%
+41
425
$4K ﹤0.01%
250
15 16
17
18 19