CPA
Clear Perspective Advisors Portfolio holdings
AUM
$329M
This Quarter Return
+3.07%
1 Year Return
+23.76%
3 Year Return
+88.51%
5 Year Return
+113.77%
10 Year Return
–
AUM
$143M
AUM Growth
+$143M
(+6.8%)
Cap. Flow
-$318K
Cap. Flow
% of AUM
-0.22%
Top 10 Holdings %
Top 10 Hldgs %
28.52%
Holding
526
New
39
Increased
94
Reduced
77
Closed
42
Top Buys
| 1 |
iShares Core S&P Mid-Cap ETF
IJH
|
$2.6M |
| 2 |
iShares Core S&P Small-Cap ETF
IJR
|
$1.95M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$1.35M |
| 4 |
iShares Core 60/40 Balanced Allocation ETF
AOR
|
$895K |
| 5 |
Regeneron Pharmaceuticals
REGN
|
$690K |
Top Sells
| 1 |
B&G Foods
BGS
|
$3.29M |
| 2 |
Vanguard Mid-Cap ETF
VO
|
$2.48M |
| 3 |
Vanguard Small-Cap ETF
VB
|
$1.84M |
| 4 |
Vanguard Total Stock Market ETF
VTI
|
$1.45M |
| 5 |
PepsiCo
PEP
|
$1.1M |
Sector Composition
| 1 | Financials | 15.21% |
| 2 | Technology | 8.91% |
| 3 | Healthcare | 8.14% |
| 4 | Communication Services | 7.62% |
| 5 | Consumer Discretionary | 6.19% |
