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
426
$4K ﹤0.01%
275
+125
427
$3K ﹤0.01%
27
428
$3K ﹤0.01%
+70
429
$3K ﹤0.01%
16
430
$3K ﹤0.01%
230
431
$3K ﹤0.01%
23
432
$3K ﹤0.01%
21
433
$3K ﹤0.01%
+28
434
$3K ﹤0.01%
50
435
$3K ﹤0.01%
+46
436
$3K ﹤0.01%
72
437
$3K ﹤0.01%
+67
438
$3K ﹤0.01%
27
439
$3K ﹤0.01%
+30
440
$3K ﹤0.01%
45
441
$3K ﹤0.01%
60
442
$3K ﹤0.01%
+4
443
$3K ﹤0.01%
+52
444
$2K ﹤0.01%
+34
445
$2K ﹤0.01%
16
446
$2K ﹤0.01%
41
447
$2K ﹤0.01%
11
448
$2K ﹤0.01%
30
449
$2K ﹤0.01%
1,000
450
$2K ﹤0.01%
44
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16 17
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