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
$134M
AUM Growth
+$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$684K
3
+$631K
4
INTC icon
Intel
INTC
+$486K
5
CME icon
CME Group
CME
+$471K

Top Sells

1
+$782K
2
+$514K
3
+$426K
4
ESRX
Express Scripts Holding Company
ESRX
+$373K
5
NKE icon
Nike
NKE
+$368K

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%
16
452
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41
453
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11
454
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30
455
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+12
456
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29
457
$2K ﹤0.01%
+40
458
$2K ﹤0.01%
145
459
$2K ﹤0.01%
1,000
460
$2K ﹤0.01%
44
-304
461
$2K ﹤0.01%
457
462
$2K ﹤0.01%
+36
463
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17
464
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+39
465
$2K ﹤0.01%
+12
466
$2K ﹤0.01%
19
467
$2K ﹤0.01%
67
468
$2K ﹤0.01%
33
469
$2K ﹤0.01%
17
470
$2K ﹤0.01%
53
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