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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
$122M
AUM Growth
+$3.48M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
568
New
Increased
Reduced
Closed

Top Buys

1
+$533K
2
+$377K
3
+$364K
4
NKE icon
Nike
NKE
+$324K
5
ORLY icon
O'Reilly Automotive
ORLY
+$280K

Top Sells

1
+$888K
2
+$718K
3
+$642K
4
VDE icon
Vanguard Energy ETF
VDE
+$462K
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$417K

Sector Composition

1 Financials 14.81%
2 Healthcare 9.26%
3 Technology 7%
4 Communication Services 6.96%
5 Consumer Staples 6.71%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
426
$2K ﹤0.01%
41
427
$2K ﹤0.01%
11
428
$2K ﹤0.01%
+37
429
$2K ﹤0.01%
29
430
$2K ﹤0.01%
81
431
$2K ﹤0.01%
+28
432
$2K ﹤0.01%
145
433
$2K ﹤0.01%
+35
434
$2K ﹤0.01%
27
-50
435
$2K ﹤0.01%
19
436
– –
0
437
$2K ﹤0.01%
35
438
$2K ﹤0.01%
30
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439
$1K ﹤0.01%
14
440
$1K ﹤0.01%
+8
441
$1K ﹤0.01%
+36
442
$1K ﹤0.01%
+5
443
$1K ﹤0.01%
+21
444
$1K ﹤0.01%
67
445
$1K ﹤0.01%
+75
446
$1K ﹤0.01%
83
447
$1K ﹤0.01%
25
448
$1K ﹤0.01%
+82
449
$1K ﹤0.01%
+32
450
$1K ﹤0.01%
13
-12
16 17
18
19 20