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%
457
452
$2K ﹤0.01%
+36
453
$2K ﹤0.01%
17
454
$2K ﹤0.01%
+39
455
$2K ﹤0.01%
+12
456
$2K ﹤0.01%
19
457
$2K ﹤0.01%
67
458
$2K ﹤0.01%
33
459
$2K ﹤0.01%
17
460
$2K ﹤0.01%
53
461
$2K ﹤0.01%
+12
462
$2K ﹤0.01%
20
-180
463
$2K ﹤0.01%
74
+4
464
$2K ﹤0.01%
30
465
$2K ﹤0.01%
+20
466
$2K ﹤0.01%
+40
467
$2K ﹤0.01%
+30
468
$2K ﹤0.01%
29
469
$2K ﹤0.01%
+40
470
$2K ﹤0.01%
145
471
$1K ﹤0.01%
14
472
$1K ﹤0.01%
71
473
$1K ﹤0.01%
156
474
$1K ﹤0.01%
13
475
$1K ﹤0.01%
81
-1,000
17 18
19
20 21