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
$119M
AUM Growth
-$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$521K
2
+$463K
3
+$440K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$373K
5
VDE icon
Vanguard Energy ETF
VDE
+$351K

Top Sells

1
+$516K
2
+$199K
3
+$157K
4
BIDU icon
Baidu
BIDU
+$144K
5
IYF icon
iShares US Financials ETF
IYF
+$122K

Sector Composition

1 Financials 15.08%
2 Healthcare 10.02%
3 Consumer Staples 7.13%
4 Communication Services 6.95%
5 Technology 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2K ﹤0.01%
81
427
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145
428
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+102
429
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19
430
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48
431
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45
432
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35
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+100
434
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+200
436
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+149
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17
438
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+200
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100
440
$1K ﹤0.01%
14
441
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65
+3
442
$1K ﹤0.01%
20
443
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83
-800
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+10
445
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+100
446
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25
447
$1K ﹤0.01%
15
448
$1K ﹤0.01%
+1,000
449
$1K ﹤0.01%
2,350
450
$1K ﹤0.01%
24
16 17
18
19 20