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
$143M
AUM Growth
+$9.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$2.6M
2
+$1.95M
3
+$1.35M
4
AOR icon
iShares Core 60/40 Balanced Allocation ETF
AOR
+$895K
5
REGN icon
Regeneron Pharmaceuticals
REGN
+$690K

Top Sells

1
+$3.29M
2
+$2.48M
3
+$1.84M
4
VTI icon
Vanguard Total Stock Market ETF
VTI
+$1.45M
5
PEP icon
PepsiCo
PEP
+$1.1M

Sector Composition

1 Financials 15.21%
2 Technology 8.91%
3 Healthcare 8.14%
4 Communication Services 7.62%
5 Consumer Discretionary 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
451
$3K ﹤0.01%
28
452
$3K ﹤0.01%
42
-7
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$2K ﹤0.01%
78
+4
454
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30
455
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20
456
$2K ﹤0.01%
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457
$2K ﹤0.01%
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458
$2K ﹤0.01%
41
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$2K ﹤0.01%
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460
$2K ﹤0.01%
81
461
$2K ﹤0.01%
17
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$2K ﹤0.01%
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463
$2K ﹤0.01%
+53
464
$2K ﹤0.01%
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465
$2K ﹤0.01%
230
466
$2K ﹤0.01%
20
467
$2K ﹤0.01%
30
468
$2K ﹤0.01%
+29
469
$2K ﹤0.01%
+30
470
$2K ﹤0.01%
29
471
$2K ﹤0.01%
67
472
$2K ﹤0.01%
33
473
$2K ﹤0.01%
4
474
$1K ﹤0.01%
13
475
– –
0
17 18
19
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