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

Top Buys

1
+$519K
2
+$458K
3
+$435K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$369K
5
VDE icon
Vanguard Energy ETF
VDE
+$365K

Top Sells

1
+$502K
2
+$204K
3
+$151K
4
BIDU icon
Baidu
BIDU
+$146K
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%
+100
427
$2K ﹤0.01%
25
428
$2K ﹤0.01%
29
429
$2K ﹤0.01%
81
430
$2K ﹤0.01%
145
431
$2K ﹤0.01%
+102
432
$2K ﹤0.01%
19
433
$2K ﹤0.01%
48
434
$2K ﹤0.01%
45
435
$2K ﹤0.01%
+200
436
$2K ﹤0.01%
+149
437
$2K ﹤0.01%
17
438
$2K ﹤0.01%
+200
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$2K ﹤0.01%
100
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$1K ﹤0.01%
71
441
$1K ﹤0.01%
+600
442
$1K ﹤0.01%
+100
443
$1K ﹤0.01%
20
444
$1K ﹤0.01%
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$1K ﹤0.01%
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446
$1K ﹤0.01%
40
447
$1K ﹤0.01%
67
448
$1K ﹤0.01%
25
449
$1K ﹤0.01%
19
450
$1K ﹤0.01%
20
16 17
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19 20