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
$183M
AUM Growth
+$33.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$4.18M
2
+$3.52M
3
+$2.39M
4
VXF icon
Vanguard Extended Market ETF
VXF
+$2.06M
5
TMFC icon
Motley Fool 100 Index ETF
TMFC
+$1.09M

Top Sells

1
+$2.39M
2
+$1.46M
3
+$837K
4
VYM icon
Vanguard High Dividend Yield ETF
VYM
+$623K
5
VB icon
Vanguard Small-Cap ETF
VB
+$561K

Sector Composition

1 Technology 11.55%
2 Financials 7.36%
3 Communication Services 7.3%
4 Healthcare 4.47%
5 Consumer Discretionary 4.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.17M 0.64%
4,962
-762
27
$1.17M 0.64%
16,440
+700
28
$1.11M 0.6%
9,931
-1,557
29
$1.09M 0.59%
+38,855
30
$1.08M 0.59%
3,490
-5
31
$1.07M 0.58%
11,329
+546
32
$1.01M 0.55%
7,497
-1,137
33
$986K 0.54%
17,885
-512
34
$910K 0.5%
23,337
+1,759
35
$901K 0.49%
+7,998
36
$890K 0.49%
+10,452
37
$871K 0.48%
7,282
+96
38
$867K 0.47%
4,500
-450
39
$854K 0.47%
7,284
40
$849K 0.46%
9,512
-3,331
41
$831K 0.45%
6,286
-65
42
$827K 0.45%
4,483
-1,015
43
$816K 0.45%
35,718
-5,264
44
$785K 0.43%
1,443
+50
45
$756K 0.41%
7,705
+1,646
46
$742K 0.4%
+6,365
47
$720K 0.39%
4,383
48
$706K 0.39%
12,782
49
$697K 0.38%
1,602
+358
50
$665K 0.36%
21,859
+1,670
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