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
$134M
AUM Growth
+$3.11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
550
New
Increased
Reduced
Closed

Top Buys

1
+$1.9M
2
+$684K
3
+$631K
4
INTC icon
Intel
INTC
+$486K
5
CME icon
CME Group
CME
+$471K

Top Sells

1
+$782K
2
+$514K
3
+$426K
4
ESRX
Express Scripts Holding Company
ESRX
+$373K
5
NKE icon
Nike
NKE
+$368K

Sector Composition

1 Financials 15.45%
2 Technology 8.44%
3 Healthcare 7.64%
4 Communication Services 7.26%
5 Consumer Discretionary 6.4%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1K ﹤0.01%
10
477
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+20
478
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+10
479
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480
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+28
481
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+28
482
$1K ﹤0.01%
18
-127
483
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25
484
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19
485
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20
486
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83
487
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488
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40
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23
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490
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18 19
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