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
$143M
AUM Growth
+$9.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Sells

1 +$2.47M
2 +$1.81M
3 +$1.04M
4
CME icon
CME Group
CME
+$478K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$414K

Sector Composition

1 Financials 15.21%
2 Technology 8.91%
3 Healthcare 8.14%
4 Communication Services 7.62%
5 Consumer Discretionary 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
401
$6K ﹤0.01%
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402
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40
403
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404
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408
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409
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241
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555
422
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137
424
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425
$4K ﹤0.01%
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