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
451
$2K ﹤0.01%
+30
452
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16
453
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41
454
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11
455
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30
456
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+12
457
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29
458
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+40
459
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460
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1,000
461
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44
-304
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457
463
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17
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+39
466
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+12
467
$2K ﹤0.01%
19
468
$2K ﹤0.01%
67
469
$2K ﹤0.01%
33
470
$2K ﹤0.01%
17
471
$1K ﹤0.01%
10
472
$1K ﹤0.01%
14
473
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71
474
$1K ﹤0.01%
156
475
$1K ﹤0.01%
13
17 18
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