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
$141M
AUM Growth
+$20.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
148
New
Increased
Reduced
Closed

Top Buys

1
+$4.72M
2
+$1.32M
3
+$1.15M
4
AAPL icon
Apple
AAPL
+$893K
5
BND icon
Vanguard Total Bond Market
BND
+$864K

Top Sells

1
+$671K
2
+$650K
3
+$605K
4
EBAY icon
eBay
EBAY
+$550K
5
VB icon
Vanguard Small-Cap ETF
VB
+$480K

Sector Composition

1 Financials 16.01%
2 Technology 9.64%
3 Communication Services 7.64%
4 Healthcare 6.5%
5 Consumer Discretionary 4.82%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.39M 0.99%
79,974
+9,408
27
$1.26M 0.9%
687
-87
28
$1.16M 0.82%
6,162
-2,154
29
$1.14M 0.81%
9,385
+800
30
$1.13M 0.8%
19,185
-1,325
31
$1.11M 0.79%
18,080
-2,100
32
$1.09M 0.77%
25,988
+5,941
33
$1.07M 0.76%
10,034
34
$1.02M 0.72%
7,854
+1,961
35
$1.02M 0.72%
19,550
+13,600
36
$980K 0.7%
8,425
-3,729
37
$970K 0.69%
26,156
+621
38
$965K 0.68%
7,877
-711
39
$945K 0.67%
38,867
+4,203
40
$911K 0.65%
21,437
-3,980
41
$894K 0.63%
8,294
+698
42
$890K 0.63%
3,152
43
$872K 0.62%
15,456
+900
44
$856K 0.61%
5,700
45
$835K 0.59%
177,520
+35,400
46
$834K 0.59%
7,323
47
$833K 0.59%
15,293
-2,489
48
$828K 0.59%
7,554
49
$784K 0.56%
4,092
50
$733K 0.52%
11,301
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