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
$288M
AUM Growth
+$32.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
167
New
Increased
Reduced
Closed

Top Buys

1
+$3.37M
2
+$3M
3
+$2.1M
4
TMFC icon
Motley Fool 100 Index ETF
TMFC
+$1.2M
5
OIH icon
VanEck Oil Services ETF
OIH
+$1.18M

Top Sells

1
+$1.39M
2
+$893K
3
+$863K
4
VB icon
Vanguard Small-Cap ETF
VB
+$808K
5
NKE icon
Nike
NKE
+$689K

Sector Composition

1 Technology 11.12%
2 Financials 7.69%
3 Communication Services 7.04%
4 Consumer Discretionary 4.08%
5 Healthcare 3.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.31M 0.8%
29,258
+4,678
27
$2.29M 0.79%
7,858
+759
28
$2.1M 0.73%
6,031
+2,445
29
$2.07M 0.72%
9,441
+5,387
30
$1.99M 0.69%
39,929
-3,058
31
$1.94M 0.67%
11,057
+638
32
$1.9M 0.66%
8,614
+252
33
$1.89M 0.65%
31,630
+4,824
34
$1.81M 0.63%
17,321
35
$1.66M 0.58%
29,527
+5,614
36
$1.62M 0.56%
10,418
-87
37
$1.58M 0.55%
12,940
-660
38
$1.53M 0.53%
3,574
-57
39
$1.52M 0.53%
32,176
+1,424
40
$1.3M 0.45%
35,274
+5,329
41
$1.27M 0.44%
22,294
+332
42
$1.24M 0.43%
5,103
-433
43
$1.23M 0.43%
12,103
+199
44
$1.23M 0.43%
5,317
+142
45
$1.18M 0.41%
6,097
-58
46
$1.16M 0.4%
1,327
-16
47
$1.15M 0.4%
4,201
-140
48
$1.14M 0.4%
1,943
+196
49
$1.14M 0.39%
7,332
50
$1.11M 0.38%
5,323
+42
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2
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