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
26
$1.11M 0.83%
21,320
+1,240
27
$1.1M 0.82%
17,640
-231
28
$1.1M 0.82%
10,037
+62
29
$1.07M 0.8%
17,010
+6,350
30
$1.01M 0.75%
7,487
31
$872K 0.65%
18,245
+609
32
$870K 0.65%
12,020
+2,920
33
$842K 0.63%
10,620
-189
34
$835K 0.62%
7,324
-150
35
$828K 0.62%
50,634
+8,100
36
$824K 0.62%
3,729
+374
37
$823K 0.61%
6,300
38
$820K 0.61%
3,117
+96
39
$811K 0.61%
17,737
-4,943
40
$791K 0.59%
8,314
-134
41
$790K 0.59%
13,640
+3,460
42
$773K 0.58%
7,781
43
$770K 0.58%
11,923
+2,236
44
$749K 0.56%
1,383
+15
45
$740K 0.55%
10,208
-1,518
46
$736K 0.55%
13,010
+535
47
$717K 0.54%
19,120
+4,405
48
$716K 0.53%
10,364
-4,889
49
$716K 0.53%
17,804
+328
50
$706K 0.53%
6,418
+2,881
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