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
$329M
AUM Growth
+$37.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$9.67M
2
+$1.86M
3
+$1.55M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$1.3M
5
MSFT icon
Microsoft
MSFT
+$1.22M

Top Sells

1
+$7.72M
2
+$2.28M
3
+$1.65M
4
PINS icon
Pinterest
PINS
+$1.32M
5
FSLY icon
Fastly
FSLY
+$1.08M

Sector Composition

1 Technology 12.4%
2 Financials 7.03%
3 Communication Services 4.8%
4 Consumer Discretionary 4.73%
5 Healthcare 3.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPSM icon
26
SPDR Portfolio S&P 600 Small Cap ETF
SPSM
$12.7B
$2.35M 0.71%
52,494
+9,053
XLV icon
27
Health Care Select Sector SPDR Fund
XLV
$35.3B
$2.17M 0.66%
15,438
+13,219
UNP icon
28
Union Pacific
UNP
$134B
$2.1M 0.64%
8,323
-206
TSLA icon
29
Tesla
TSLA
$1.46T
$2.09M 0.63%
5,925
+2,835
VYM icon
30
Vanguard High Dividend Yield ETF
VYM
$64.9B
$1.94M 0.59%
17,321
STOT icon
31
SPDR DoubleLine Short Duration Total Return Tactical ETF
STOT
$289M
$1.93M 0.58%
39,219
-1,010
GOOGL icon
32
Alphabet (Google) Class A
GOOGL
$3.06T
$1.83M 0.56%
12,660
-40
SPMD icon
33
SPDR Portfolio S&P 400 Mid Cap ETF
SPMD
$14.3B
$1.83M 0.56%
36,861
+2,173
SPY icon
34
SPDR S&P 500 ETF Trust
SPY
$660B
$1.65M 0.5%
3,479
-95
JNJ icon
35
Johnson & Johnson
JNJ
$465B
$1.64M 0.5%
9,600
-3,688
JPM icon
36
JPMorgan Chase
JPM
$810B
$1.62M 0.49%
10,254
-132
SPDW icon
37
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.7B
$1.61M 0.49%
44,135
+6,505
PYPL icon
38
PayPal
PYPL
$64.4B
$1.6M 0.49%
8,505
+1,027
LOW icon
39
Lowe's Companies
LOW
$137B
$1.6M 0.48%
6,175
+248
DIS icon
40
Walt Disney
DIS
$199B
$1.58M 0.48%
10,211
-239
INTC icon
41
Intel
INTC
$176B
$1.48M 0.45%
28,774
+275
SHW icon
42
Sherwin-Williams
SHW
$82.5B
$1.48M 0.45%
4,201
VXF icon
43
Vanguard Extended Market ETF
VXF
$24.3B
$1.38M 0.42%
7,541
+1,728
BLK icon
44
Blackrock
BLK
$180B
$1.27M 0.38%
1,383
+91
MCD icon
45
McDonald's
MCD
$220B
$1.26M 0.38%
4,692
-520
UNH icon
46
UnitedHealth
UNH
$323B
$1.25M 0.38%
2,492
+324
AMGN icon
47
Amgen
AMGN
$161B
$1.17M 0.36%
5,211
+108
PG icon
48
Procter & Gamble
PG
$354B
$1.17M 0.36%
7,158
-159
ORCL icon
49
Oracle
ORCL
$830B
$1.17M 0.35%
13,409
+575
VIG icon
50
Vanguard Dividend Appreciation ETF
VIG
$97.9B
$1.17M 0.35%
6,792
-165
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