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
$256M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
168
New
Increased
Reduced
Closed

Top Buys

1
+$13.1M
2
+$4.94M
3
+$1.41M
4
VTEB icon
Vanguard Tax-Exempt Bond Index Fund
VTEB
+$1.11M
5
VB icon
Vanguard Small-Cap ETF
VB
+$869K

Top Sells

1
+$13M
2
+$8.96M
3
+$1.41M
4
META icon
Meta Platforms (Facebook)
META
+$1.4M
5
SPLG icon
SPDR Portfolio S&P 500 ETF
SPLG
+$702K

Sector Composition

1 Technology 10.82%
2 Financials 7.99%
3 Communication Services 6.04%
4 Healthcare 4.37%
5 Consumer Discretionary 4.14%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.86M 0.73%
48,819
+13,724
27
$1.84M 0.72%
8,362
+325
28
$1.82M 0.71%
37,206
+12,885
29
$1.82M 0.71%
24,580
-1,996
30
$1.8M 0.71%
26,806
+1,406
31
$1.75M 0.68%
17,321
+21
32
$1.72M 0.67%
7,099
-648
33
$1.6M 0.63%
10,505
+475
34
$1.53M 0.6%
23,913
-7,217
35
$1.44M 0.56%
3,631
-72
36
$1.41M 0.55%
+30,752
37
$1.4M 0.55%
13,600
-1,580
38
$1.38M 0.54%
5,536
+41
39
$1.21M 0.47%
11,904
-2,753
40
$1.19M 0.46%
21,962
+108
41
$1.17M 0.46%
6,155
+678
42
$1.16M 0.45%
5,175
+390
43
$1.15M 0.45%
18,692
+103
44
$1.14M 0.44%
8,383
+928
45
$1.11M 0.43%
+20,243
46
$1.08M 0.42%
7,332
+48
47
$1.07M 0.42%
4,341
-210
48
$1.06M 0.41%
18,226
+1,318
49
$1.06M 0.41%
29,945
+1,997
50
$1.06M 0.41%
3,586
-4,747
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