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CPA

Clear Perspective Advisors Portfolio holdings

AUM $329M
1-Year Est. Return 23.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$119M
AUM Growth
-$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
508
New
Increased
Reduced
Closed

Top Buys

1
+$519K
2
+$458K
3
+$435K
4
VXUS icon
Vanguard Total International Stock ETF
VXUS
+$369K
5
VDE icon
Vanguard Energy ETF
VDE
+$365K

Top Sells

1
+$502K
2
+$204K
3
+$151K
4
BIDU icon
Baidu
BIDU
+$146K
5
IYF icon
iShares US Financials ETF
IYF
+$122K

Sector Composition

1 Financials 15.08%
2 Healthcare 10.02%
3 Consumer Staples 7.13%
4 Communication Services 6.95%
5 Technology 6.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
– –
-1,188
477
$0 ﹤0.01%
2
478
$0 ﹤0.01%
3
-147
479
– –
-82
480
– –
-2
481
– –
-545
482
$0 ﹤0.01%
7
483
$0 ﹤0.01%
45
484
$0 ﹤0.01%
14
485
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-500
486
– –
-450
487
$0 ﹤0.01%
4
488
– –
-27
489
– –
-250
490
$0 ﹤0.01%
+25
16 17 18 19
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