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
$213K
AUM Growth
-$183M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
140
New
Increased
Reduced
Closed

Top Buys

1
+$8.62K
2
+$4.71K
3
+$3.91K
4
ZM icon
Zoom
ZM
+$3.23K
5
SPYV icon
SPDR Portfolio S&P 500 Value ETF
SPYV
+$1.2K

Top Sells

1
+$901K
2
+$492K
3
+$414K
4
VDE icon
Vanguard Energy ETF
VDE
+$224K
5
NFLX icon
Netflix
NFLX
+$1.63K

Sector Composition

1 Technology 34.37%
2 Communication Services 10.84%
3 Industrials 8.92%
4 Energy 6.84%
5 Financials 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.63K 0.77%
9,196
+1,111
27
$1.41K 0.66%
983
-67
28
$1.4K 0.66%
2,242
+30
29
$1.31K 0.62%
9,326
-4,970
30
$1.25K 0.59%
9,964
+33
31
$1.24K 0.58%
3,689
+485
32
$1.23K 0.58%
18,447
+7,995
33
$1.2K 0.56%
+6,721
34
$1.15K 0.54%
7,222
-275
35
$1.13K 0.53%
15,620
-820
36
$1.08K 0.51%
1,462
-140
37
$1.06K 0.5%
4,408
38
$1.05K 0.49%
22,411
-1,030
39
$1.04K 0.49%
7,257
-25
40
$1.01K 0.47%
104,453
+65,598
41
$1.01K 0.47%
988
42
$984 0.46%
2,588
43
$937 0.44%
+2,623
44
$896 0.42%
8,312
-281
45
$879 0.41%
31,603
-468
46
$867 0.41%
6,886
-8
47
$804 0.38%
34,148
-725
48
$779 0.37%
10,463
-866
49
$760 0.36%
300
-30
50
– –
-3,289
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