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
$151M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
425
New
Increased
Reduced
Closed

Top Buys

1
+$6.86M
2
+$5.76M
3
+$3.19M
4
BND icon
Vanguard Total Bond Market
BND
+$2.78M
5
AAPL icon
Apple
AAPL
+$2.44M

Top Sells

No sells this quarter

Sector Composition

1 Financials 12.02%
2 Healthcare 7.6%
3 Consumer Staples 5.46%
4 Communication Services 5.2%
5 Industrials 5.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.02M 0.68%
+19,200
27
$1.02M 0.68%
+25,000
28
$980K 0.65%
+11,660
29
$968K 0.64%
+2,543
30
$958K 0.64%
+9,150
31
$901K 0.6%
+7,831
32
$891K 0.59%
+24,564
33
$855K 0.57%
+21,580
34
$830K 0.55%
+21,590
35
$826K 0.55%
+12,650
36
$818K 0.54%
+3,660
37
$810K 0.54%
+4,693
38
$796K 0.53%
+5,445
39
$783K 0.52%
+19,846
40
$727K 0.48%
+7,944
41
$721K 0.48%
+15,217
42
$717K 0.48%
+22,327
43
$701K 0.47%
+22,763
44
$693K 0.46%
+7,936
45
$687K 0.46%
+5,959
46
$681K 0.45%
+5,944
47
$659K 0.44%
+59,615
48
$649K 0.43%
+11,675
49
$648K 0.43%
+8,270
50
$645K 0.43%
+10,376
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