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
$143M
AUM Growth
+$9.08M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
526
New
Increased
Reduced
Closed

Top Buys

1
+$2.58M
2
+$1.91M
3
+$1.34M
4
REGN icon
Regeneron Pharmaceuticals
REGN
+$626K
5
KRE icon
State Street SPDR S&P Regional Banking ETF
KRE
+$507K

Top Sells

1
+$2.47M
2
+$1.81M
3
+$1.04M
4
CME icon
CME Group
CME
+$478K
5
VTI icon
Vanguard Total Stock Market ETF
VTI
+$414K

Sector Composition

1 Financials 15.21%
2 Technology 8.91%
3 Healthcare 8.14%
4 Communication Services 7.62%
5 Consumer Discretionary 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
476
$1K ﹤0.01%
156
477
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13
478
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0
479
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10
480
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10
481
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+23
482
$1K ﹤0.01%
25
483
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19
484
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56
485
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40
486
$1K ﹤0.01%
23
487
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-64
488
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489
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-1,500
490
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491
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492
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494
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495
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496
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497
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498
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499
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-250
17 18 19
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